Mutual Fund Insights: Fidelity Advisor Freedom 2015 B Fund (FFVBX)

In-depth Analysis of Fidelity Advisor Freedom 2015 B Fund (FFVBX)

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See Fidelity Advisor Freedom 2015 B Fund (FFVBX) performance details as of February 28, 2010

  

Last Trade: $10.69 on 3/19/2010, Change: -0.05 (-0.47%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 6.4 years   [Similar Funds: FFVAX  FFVCX  FFVIX  FFVTX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

Jonathan Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, Jonathan Shelon was a quantitative consultant at Callan Associates, Inc.  Get more insights on Jonathan Shelon

  

 What we like about Fidelity Advisor Freedom 2015 B Fund (FFVBX)

Data for Fidelity Advisor Freedom 2015 B Fund (FFVBX) as of February 28, 2010

• Fidelity Advisor Freedom 2015 B Fund (FFVBX) management has been with Fidelity Advisor Freedom 2015 B Fund for 6.4 years
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has good short-term performance (1-year return 39.45% vs 39.01 % Target Date 2011-2015 category average)
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) ratio of up-years vs down years is greater than 2
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.48, lower than category average of 15.65

  

 What we are cautious about Fidelity Advisor Freedom 2015 B Fund (FFVBX)

Data for Fidelity Advisor Freedom 2015 B Fund (FFVBX) as of February 28, 2010

• Fidelity Advisor Freedom 2015 B Fund is a focused fund with 71.52% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has a less-than-ideal mid-term performance (3-year return -2.02% vs -2.86 % Target Date 2011-2015 category average)
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has a less-than-ideal Long-term performance (5-year return 1.93% vs 2.01 % Target Date 2011-2015 category average)
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has a Morningstar rating of 3 and below
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has an annual stock turnover rate of 36.00% that is higher than the Target Date 2011-2015 average of 34.79%. This could mean Fidelity Advisor Freedom 2015 B is more nimble, but also signal potential high tax impact and high trading fees
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) has a higher management fee of 1.00% than its Target Date 2011-2015 average of 0.60%
• Fidelity Advisor Freedom 2015 B Fund (FFVBX) carries a 5% load

See Fidelity Advisor Freedom 2015 B Fund (FFVBX) performance details as of February 28, 2010

  

  

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Fidelity Advisor Freedom 2015 B Fund (FFVBX) Net Asset

Track net asset change of Fidelity Advisor Freedom 2015 B fund (FFVBX)

Date	Net Asset
02/2010	$1.24B
01/2010	$34.65M
11/2009	$34.97M

More historic net asset information on Fidelity Advisor Freedom 2015 B Fund (FFVBX)

  

Fidelity Advisor Freedom 2015 B Fund (FFVBX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Freedom 2015 B fund (FFVBX)

Date	Cash	Stock	Bond	Other
01/2010	9.91%	48.73%	37.97%	2.78%
10/2009	10.11%	50.77%	36.85%	2.27%
09/2009	8.37%	52.71%	35.23%	3.69%

Click here to see more historic asset allocation information on Fidelity Advisor Freedom 2015 B Fund (FFVBX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Freedom 2015 B Fund (FFVBX)

Discover what Fidelity Advisor Freedom 2015 B Fund (FFVBX) manager is buying

31-Jan-10 Fidelity Series Investment Grade Bond [23.23%] Fidelity Series All-Sector Equity [7.63%] Fidelity Advisor Growth & Income I [6.01%] Fidelity Advisor Strategic Real Return I [5.86%] Fidelity Advisor Large Cap I [5.6%] Fidelity Advisor High Income Advantage I [5.34%] Fidelity Advisor Short Fxd-Inc I [4.54%] Fidelity Instl MM Fds Money Market Instl [4.51%] Fidelity Advisor Diversified Intl I [4.41%] Fidelity Advisor Overseas I [4.39%]

31-Oct-09 Fidelity Series Investment Grade Bond [23.46%] Fidelity Series All-Sector Equity [7.99%] Fidelity Advisor Strategic Real Return I [6.47%] Fidelity Advisor Growth & Income I [6.42%] Fidelity Advisor Large Cap I [5.85%] Fidelity Advisor Equity Income I [5.59%] Fidelity Advisor High Income Advantage I [5.52%] Fidelity Advisor Total Bond I [5.21%] Fidelity Advisor Diversified Intl I [4.7%] Fidelity Advisor Overseas I [4.64%]

30-Sep-09 Fidelity Series Investment Grade Bond [20.55%] Fidelity Series All-Sector Equity [8.35%] Fidelity Advisor Total Bond I [6.9%] Fidelity Advisor Growth & Income I [6.7%] Fidelity Advisor Strategic Real Return I [6.38%] Fidelity Advisor Large Cap I [6.23%] Fidelity Advisor Equity Income I [5.92%] Fidelity Advisor High Income Advantage I [5.58%] Fidelity Advisor Diversified Intl I [4.82%] Fidelity Advisor Overseas I [4.8%]

Click here for Stock Holding Change Map in Fidelity Advisor Freedom 2015 B Fund (FFVBX)

  

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See more information on Fidelity Advisor Freedom 2015 B Fund (FFVBX)

• Fidelity Advisor Freedom 2015 B Fund Insights
• Fidelity Advisor Freedom 2015 B Fund Performance Data
• Fidelity Advisor Freedom 2015 B Fund News
• Fidelity Advisor Freedom 2015 B Fund Score Explaination
• Fidelity Advisor Freedom 2015 B Fund Manager Information
• Historic Fidelity Advisor Freedom 2015 B Fund Asset Allocation Report
• Historic Fidelity Advisor Freedom 2015 B Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Freedom 2015 B Fund Asset Under Management Tracking