Fidelity Freedom 2040
Fidelity Aberdeen Street Trust 82 Devonshire Street
Map
Phone: 800-544-9797
| Category: | Target Date 2036-2040 | | Fund Family: | Fidelity Investments | | Net Assets: | 8.13B | | Year-to-Date Return: | 28.35% | | Yield: | 1.96% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Sep-00 |
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Jonathan Shelon
Lead Manager since
14-Mar-05 | | | Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, he was a quantitative consultant at Callan Associates, Inc. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return; capital appreciation is a secondary objective. The fund uses a moderate asset allocation strategy designed for investors expecting to retire around the year 2040. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fund uses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2040). |
| Last Dividend
(15-May-09):
| 0.01 | | Last Cap Gain
(15-May-09):
| 0.01 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 44.19% |
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| Expense | FFFFX | Category
Avg | | Total Expense Ratio: | %
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $797 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,273 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,553 |
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