Fidelity Advisor Freedom 2035 I
82 Devonshire Street Boston, MA 02109
Phone: 877-208-0098
| Category: | Target Date 2031-2035 | | Fund Family: | Fidelity Investments | | Net Assets: | 83.79M | | Year-to-Date Return: | -3.32% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-03 |
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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 |
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| 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
(28-Dec-09):
| 0.14 | | Last Cap Gain
(28-Dec-09):
| 0.08 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 34.04% |
|
| Expense | FITHX | Category
Avg | | Total Expense Ratio: | 0.78%
| 0.56% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.18% | | Max Deferred Sales Load: | %
| 1.92% | | 3 Yr Expense Projection*: |
$249 | $756 | | 5 Yr Expense Projection*: |
$433 | $1,173 | | 10 Yr Expense Projection*: |
$966 | $2,231 |
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|
0.12 (1.23%)
