Fidelity Freedom 2015 Fund (FFVFX)
$12.32−0.02-0.16%Nov 13
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Mutual Funds›Bonds›North America›Blend
AUM$4.2B
Age23 years
Yield1.67%
Expense ratio0.49%
CAGR 3y+5.6%
Sharpe 3y-0.16
Capture ratio 3y0.57
Beta 3y0.53
US equity20.1%
Non-US equity19.7%
Bonds57.5%
Cash2.4%
RSI44
Std.Dev.-1.01
Price / MA50-1.1% (low) ↓
Price / MA200-1.3% (low) ↓
Top Sectors
Technology
26.8%
Financial Services
17.9%
Industrials
15.1%
Consumer Cyclical
9.6%
Healthcare
8.1%
Communication Services
6.1%
Basic Materials
5.0%
Energy
4.5%
Consumer Defensive
4.2%
Utilities
1.5%
Municipal
1.5%
Metrics
3Y
5Y
7Y
10Y
CAGR+5.6%+0.6%+3.7%+5.0%
Sharpe-0.16-0.330.100.27
Sortino-0.25-0.510.160.42
Corr to S&P5000.940.910.860.91
Capture++0.43+0.44+0.45+0.46
Capture-+0.76+0.67+0.60+0.55
Capture ratio0.570.650.750.83
Beta0.530.520.510.49
MDD-15%-20%-20%-20%
About

The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser allocates its assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2015.

ISIN — · Beta 0.53