Fidelity Advisor Freedom 2035 I
82 Devonshire St. Boston, MA 02109
Phone: 877-208-0098
| Category: |
Target Date 2031-2035 |
| Fund Family: |
Fidelity Investments |
| Net Assets: |
72.95M |
| Year-to-Date Return: |
23.42% |
| Yield: |
2.06% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
06-Nov-03 |
|
Jonathan Shelon
Lead Manager since
06-Nov-03 |
|
| 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: |
$100 |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks high total return with a secondary objective of principal preservation . The fund primarily invests in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2035. It 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 2035). |
| Last Dividend
(15-May-09):
|
0.02 |
| Last Cap Gain
(26-Dec-08):
|
0.02 |
| Annual Holdings Turnover
|
21.00% |
| Average for Category:
|
34.09% |
|
| Expense |
FITHX |
Category
Avg |
| Total Expense Ratio: |
0.78%
|
0.58% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.18% |
| Max Deferred Sales Load: |
%
|
1.92% |
| 3 Yr Expense Projection*: |
$249 |
$627 |
| 5 Yr Expense Projection*: |
$433 |
$956 |
| 10 Yr Expense Projection*: |
$966 |
$1,995 |
|
|
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