Fidelity Freedom 2050 Fund Quote
| FZTKX Fund | USD 14.17 0.06 0.43% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Fidelity Freedom is trading at 14.17 as of the 22nd of November 2024; that is 0.43% up since the beginning of the trading day. The fund's open price was 14.11. Fidelity Freedom has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Freedom 2050 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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 shown in the glide path below 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 2050.. More on Fidelity Freedom 2050
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Target-Date 2050 Funds, Target-Date 2050, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of May 2023 |
| Fiscal Year End | March |
Fidelity Freedom 2050 [FZTKX] is traded in USA and was established 22nd of November 2024. Fidelity Freedom is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of Fidelity Investments family. This fund currently has accumulated 16.31 B in assets under management (AUM) with no minimum investment requirementsFidelity Freedom 2050 is currently producing year-to-date (YTD) return of 15.12% with the current yeild of 0.01%, while the total return for the last 3 years was 3.82%.
Check Fidelity Freedom Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Freedom 2050 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Freedom 2050 Mutual Fund Constituents
| FBLEX | Fidelity Series Stock | Mutual Fund | Large Value | |
| FCGSX | Fidelity Series Growth | Mutual Fund | Large Growth | |
| FDMLX | Fidelity Series Intrinsic | Mutual Fund | Mid-Cap Value | |
| FEMSX | Fidelity Series Emerging | Mutual Fund | Diversified Emerging Mkts | |
| FGLGX | Fidelity Series Growth | Mutual Fund | Large Blend | |
| FIGSX | Fidelity Series International | Mutual Fund | Foreign Large Growth | |
| FINVX | Fidelity Series International | Mutual Fund | Foreign Large Value | |
| FNKLX | Fidelity Series Equity Income | Mutual Fund | Large Value |
Fidelity Freedom 2050 Risk Profiles
| Mean Deviation | 0.5595 | |||
| Semi Deviation | 0.6752 | |||
| Standard Deviation | 0.7232 | |||
| Variance | 0.523 |
Fidelity Freedom Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Freedom financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Freedom security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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| Technical Analysis Check basic technical indicators and analysis based on most latest market data |