Macroaxis: Personalized Investing
Simple Personalized Investing

S&P 500   1,667   17.00  Index Moved Up 1.03%
VTTHX PARKX TRRJX RRTPX Marketing Convertibles Technology Alcohol 
United States  USA  |  Investing Themes


Processing
Collecting data for FKTHX

Fidelity quote and profile

 
 Companies |  Insiders  | Dashboard  
     
15.04
  
FUND
0.09  Macroaxis: 0.6 Up   0.60%  
May 20 2013 

Diversification Suggestion

Use Fidelity to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze Fidelity Freedom K 2035 Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 0.41  
Highest Price:  
Lowest Price:  
15.04  
14.65  
May 17 2013 
April 22 2013 
As returns on market increase, Fidelity returns are expected to increase less than the market. However during bear market, the loss on holding Fidelity will be expected to be smaller as well.
Fidelity Freedom K 2035 Small BetaFidelity Freedom K 2035 Beta Legend
FKTHX United States NASDAQ
Fidelity Freedom K 2035
Fidelity Investments
Target Date 2031-2035
Contact Number: 800. 835. 5092
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset6.95 B
Last Dividend Paid0.22
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
 thisGreen FKTHX FKTHX agains markets  0.60 % Macroaxis: 0.6 Moved Up  
 
Compare to Competition Get Alpha   Get Advice
    
Chris Sharpe  Money Manager
Fund Manager since July 1, 2009
Andrew Dierdorf est gestionnaire de portefeuille au sein de l'?quipe des placements de la divison de r?partition de l'actif mondial de Fidelity Management & Research Company . Il est cogestionnaire des portefeuilles ...
    

Fidelity Price and Market Media

The median price of Fidelity for the period between Sat, Apr 20, 2013 and Mon, May 20, 2013 is 14.88 with a coefficient of variation of 0.67. The daily time series for the period is distributed with a sample standard deviation of 0.1, arithmetic mean of 14.88, and mean deviation of 0.08. The Fund did not receive any noticable media coverage during the period.
Fidelity         Market
Price Growth (%)
 

Fidelity Summary

Fidelity Freedom K 2035 [FKTHX] is traded in USA and was established in July 1, 2009. The fund is listed under Target Date 2031-2035 category and is part of Fidelity Investments family. This fund currently has accumulated 6.95 B in assets under management (AUM) with minimum initial investment of . Fidelity Freedom K 2035 is currently producing year-to-date (YTD) return of 3.82% with the current yeild of 1.66%, while the total return for the last 3 years was 10.44%.

Fund Instrument Allocation for Fidelity

The fund invests 55.95% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (16.02%), cash(11.68%) and various exotic instruments.
Past Market
Over 30
Days
13
Out Of
100
 
Chance of
Less
Than
%
 
Follow Fidelity with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Fidelity to your reader
 

Fidelity Research Report

Fidelity vs. Vanguard

Correlation analysis and fundamentals comparison between Fidelity Freedom K 2035 and Vanguard Target Reti

Fidelity Asset Under Management

Fidelity Freedom K 2035 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2031-2035 category is currently estimated at about 65.7 Billion. Fidelity retains roughly 6.95 Billion in net asset claiming about 11% of funds listed under Target Date 2031-2035 category.

Fidelity Fundamentals

Bond Positions Weight vs Price to Earning
Net Asset vs Year to Date Return
Bond Positions Weight vs Annual Yield
Price to Book vs Year to Date Return

Fidelity vs Competition

Fidelity vs. Vanguard Target Retirement 2035 Inv
Fidelity vs. T Rowe Price Retirement 2035 Adv
Fidelity vs. T Rowe Price Retirement 2035
Fidelity vs. T Rowe Price Retirement 2035 R
Fidelity vs. Fidelity Freedom 2035
Fidelity vs. Fidelity Advisor Freedom 2035 T
Fidelity vs. Fidelity Advisor Freedom 2035 B
Fidelity vs. Fidelity Advisor Freedom 2035 C
Fidelity vs. Fidelity Advisor Freedom 2035 I

Fidelity May 20 2013 Opportunity Range

Downside Deviation0.7401
Information Ratio(0.37)
Maximum Drawdown2.09
Value At Risk(0.73)
Potential Upside0.6729

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium