Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2020 Service 2
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-04-29  
Maximum Fees
Administrative ---
Management 0.00%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.00%
Expense Ratio 0.25%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.72%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 2005-04-26
Mngr Name Andrew J Dierdorf
Mngr Start Date 2011-06-30
Biography
Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Mngr Name Brett F. Sumsion
Mngr Start Date 2014-01-21
Biography
Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Investment Advisor(s)
Fidelity Management & Research Company LLC
Web Site
www.institutional.fidelity.com
Issuer
Fidelity Investments
Subadvisor(s)
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