Fidelity Freedom 2015
82 Devonshire Street Boston, MA 02109
Map
Phone: 800-544-9797
| Category: | Target Date 2011-2015 | | Fund Family: | Fidelity Investments | | Net Assets: | 8.43B | | Year-to-Date Return: | 21.46% | | Yield: | 2.74% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-03 |
|
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 |
|
| |
| 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 2015. It normally invests in combination of 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 2015). |
| Last Dividend
(15-May-09):
| 0.04 | | Last Cap Gain
(15-May-09):
| 0.01 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 38.24% |
|
| Expense | FFVFX | Category
Avg | | Total Expense Ratio: | 0.67%
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 1.95% | | 3 Yr Expense Projection*: |
$ 214 | $607 | | 5 Yr Expense Projection*: |
$ 373 | $896 | | 10 Yr Expense Projection*: |
$ 835 | $1,840 |
|
|
1.27% Nasdaq 
Profile
