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Mutual Fund Insights: Fidelity Advisor Freedom Inc T Fund (FTAFX)

In-depth Analysis of Fidelity Advisor Freedom Inc T Fund (FTAFX)

Mutual fund chart: Fidelity Advisor Freedom Inc T Fund (FTAFX)

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See Fidelity Advisor Freedom Inc T Fund (FTAFX) performance details as of February 28, 2010

Last Trade: $10.31 on 3/19/2010, Change: -0.02 (-0.19%)

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 6.7 years
Fundmojo Fund Grade: B (Score: 0.68) (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 Inc T Fund (FTAFX)

Data for Fidelity Advisor Freedom Inc T Fund (FTAFX) as of February 28, 2010

Fidelity Advisor Freedom Inc T Fund (FTAFX) management has been with Fidelity Advisor Freedom Inc T Fund for 6.7 years
Fidelity Advisor Freedom Inc T Fund (FTAFX) has good mid-term performance (3-year return 1.92% vs 0.55 % Retirement Income category average)
Fidelity Advisor Freedom Inc T Fund (FTAFX) has good Long-term performance (5-year return 3.12% vs 2.61 % Retirement Income category average)
Fidelity Advisor Freedom Inc T Fund (FTAFX) ratio of up-years vs down years is greater than 2
Fidelity Advisor Freedom Inc T Fund (FTAFX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.3, lower than category average of 9.86
Fidelity Advisor Freedom Inc T Fund (FTAFX) has a lower management fee than its Retirement Income average: 0.50% vs 0.63%

What we are cautious about Fidelity Advisor Freedom Inc T Fund (FTAFX)

Data for Fidelity Advisor Freedom Inc T Fund (FTAFX) as of February 28, 2010

Fidelity Advisor Freedom Inc T Fund is a focused fund with 89.68% 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 Inc T Fund (FTAFX) has a less-than-ideal short-term performance (1-year return 23.05% vs 27.97 % Retirement Income category average)
Fidelity Advisor Freedom Inc T Fund (FTAFX) has a Morningstar rating of 3 and below
Fidelity Advisor Freedom Inc T Fund (FTAFX) has an annual stock turnover rate of 44.00% that is higher than the Retirement Income average of 41.53%. This could mean Fidelity Advisor Freedom Inc T is more nimble, but also signal potential high tax impact and high trading fees
Fidelity Advisor Freedom Inc T Fund (FTAFX) carries a 3.5% load

See Fidelity Advisor Freedom Inc T Fund (FTAFX) performance details as of February 28, 2010

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Fidelity Advisor Freedom Inc T Fund (FTAFX) Net Asset

Track net asset change of Fidelity Advisor Freedom Inc T fund (FTAFX)

Date	Net Asset
02/2010	$226.78M
01/2010	$50.94M
11/2009	$51.17M

More historic net asset information on Fidelity Advisor Freedom Inc T Fund (FTAFX)

Fidelity Advisor Freedom Inc T Fund (FTAFX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Freedom Inc T fund (FTAFX)

Date	Cash	Stock	Bond	Other
01/2010	26.76%	19.61%	52.04%	1.05%
10/2009	26.68%	19.95%	50.86%	2.51%
09/2009	24.5%	21.41%	50.17%	3.92%

Click here to see more historic asset allocation information on Fidelity Advisor Freedom Inc T Fund (FTAFX)

Most Recent Top 10 Holdings in Fidelity Advisor Freedom Inc T Fund (FTAFX)

Discover what Fidelity Advisor Freedom Inc T Fund (FTAFX) manager is buying

31-Jan-10

Fidelity Series Investment Grade Bond [23.11%]
Fidelity Advisor Short Fxd-Inc I [20.12%]
Fidelity Instl MM Fds Money Market Instl [20.04%]
Fidelity Advisor Strategic Real Return I [5.88%]
Fidelity Advisor High Income Advantage I [5.08%]
Fidelity Advisor Total Bond I [3.59%]
Fidelity Series All-Sector Equity [3.5%]
Fidelity Series Inflation-Prtct Bd Idx [3.04%]
Fidelity Advisor Growth & Income I [2.76%]
Fidelity Advisor Large Cap I [2.56%]

31-Oct-09

Fidelity Series Investment Grade Bond [25.14%]
Fidelity Advisor Short Fxd-Inc I [18.78%]
Fidelity Instl MM Fds Money Market Instl [18.3%]
Fidelity Advisor Strategic Real Return I [6.72%]
Fidelity Advisor Total Bond I [5.59%]
Fidelity Advisor High Income Advantage I [5.26%]
Fidelity Series All-Sector Equity [3.76%]
Fidelity Advisor Growth & Income I [3.01%]
Fidelity Advisor Large Cap I [2.66%]
Fidelity Advisor Equity Income I [2.49%]

30-Sep-09

Fidelity Series Investment Grade Bond [22.05%]
Fidelity Advisor Short Fxd-Inc I [18.75%]
Fidelity Instl MM Fds Money Market Instl [18.37%]
Fidelity Advisor Total Bond I [7.55%]
Fidelity Advisor Strategic Real Return I [6.79%]
Fidelity Advisor High Income Advantage I [5.45%]
Fidelity Series All-Sector Equity [4.1%]
Fidelity Advisor Growth & Income I [3.29%]
Fidelity Advisor Large Cap I [2.96%]
Fidelity Advisor Equity Income I [2.77%]

Click here for Stock Holding Change Map in Fidelity Advisor Freedom Inc T Fund (FTAFX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.