Fidelity Freedom Competition

FHABX Fund

USD 10.16 0.01 0.1%

Fidelity Freedom Blend competes with Fidelity Freedom, Fidelity Puritan, Fidelity Puritan, Fidelity Pennsylvania, and Fidelity Freedom; as well as few others. The fund is listed under Target-Date 2000-2010 category and is part of Fidelity Investments family. Analyzing Fidelity Freedom competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Fidelity Freedom to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Freedom Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Fidelity Freedom competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.86	10.16	10.46

Details

Intrinsic

Valuation

Low	Real	High
9.89	10.19	10.49

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Fidelity Freedom. Your research has to be compared to or analyzed against Fidelity Freedom's peers to derive any actionable benefits. When done correctly, Fidelity Freedom's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Fidelity Freedom Blend.

Fidelity Freedom Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity Freedom and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Fidelity and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Fidelity Freedom Blend does not affect the price movement of the other competitor.

	FPTKX	FPURX	FPUKX	FPXTX	FQIFX	FQIPX	FQITX	FQLSX	FRAGX	FRAMX
FPTKX		0.17	0.16	0.73	0.95	0.66	0.73	0.59	0.44	0.89	FPTKX
FPURX	0.17		1.0	0.32	0.45	0.83	-0.49	0.64	0.95	-0.08	FPURX
FPUKX	0.16	1.0		0.32	0.45	0.82	-0.49	0.64	0.94	-0.08	FPUKX
FPXTX	0.73	0.32	0.32		0.77	0.57	0.31	0.54	0.47	0.68	FPXTX
FQIFX	0.95	0.45	0.45	0.77		0.84	0.51	0.72	0.68	0.79	FQIFX
FQIPX	0.66	0.83	0.82	0.57	0.84		0.05	0.82	0.96	0.4	FQIPX
FQITX	0.73	-0.49	-0.49	0.31	0.51	0.05		0.06	-0.23	0.77	FQITX
FQLSX	0.59	0.64	0.64	0.54	0.72	0.82	0.06		0.77	0.52	FQLSX
FRAGX	0.44	0.95	0.94	0.47	0.68	0.96	-0.23	0.77		0.18	FRAGX
FRAMX	0.89	-0.08	-0.08	0.68	0.79	0.4	0.77	0.52	0.18		FRAMX
	FPTKX	FPURX	FPUKX	FPXTX	FQIFX	FQIPX	FQITX	FQLSX	FRAGX	FRAMX

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High positive correlations

FPUKX	+ 1.0	FPURX
FRAGX	+ 0.96	FQIPX
FQIFX	+ 0.95	FPTKX
FRAGX	+ 0.95	FPURX
FRAGX	+ 0.94	FPUKX
FRAMX	+ 0.89	FPTKX

High negative correlations

FQITX	- 0.49	FPUKX
FQITX	- 0.49	FPURX
FRAGX	- 0.23	FQITX
FRAMX	- 0.08	FPUKX
FRAMX	- 0.08	FPURX

Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Freedom Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Fidelity Freedom's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FPTKX	0.26	(0.04)	0.00	(0.65)	0.00	0.00	0.58	(0.59)	2.11
FPURX	0.40	0.00	(0.03)	(0.01)	0.65	(0.39)	0.77	(0.94)	3.83
FPUKX	0.40	0.00	(0.03)	0.00	0.63	(0.41)	0.77	(0.98)	3.84
FPXTX	0.17	(0.03)	0.00	(0.60)	0.00	0.00	0.29	(0.38)	1.43
FQIFX	0.31	(0.04)	0.00	(0.58)	0.00	0.00	0.66	(0.66)	2.61
FQIPX	0.45	(0.02)	0.00	(0.22)	0.00	0.00	0.98	(0.89)	3.70
FQITX	0.69	(0.16)	0.00	12.95	0.00	0.00	1.04	(1.79)	5.40
FQLSX	0.48	(0.02)	(0.03)	(0.01)	0.70	(0.49)	1.04	(1.02)	3.91
FRAGX	0.43	0.00	(0.03)	0.00	0.65	(0.43)	0.86	(0.78)	3.88
FRAMX	0.20	(0.04)	0.00	(0.27)	0.00	0.00	0.37	(0.39)	1.65

Unable to evaluate fundamental data of [FPTKX, FPURX, FPUKX, FPXTX, FQIFX, FQIPX, FQITX, FQLSX, FRAGX, FRAMX] at this time. Please try again later

All Fundamental Data

Fidelity Freedom Competitive Analysis

The better you understand Fidelity Freedom competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Freedom's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Fidelity Freedom's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	FHABX	FPTKX	FPURX	FPUKX	FPXTX	FQIFX	FQIPX	FQITX	FQLSX	FRAGX
	0.1 10.16 Fidelity	0.43 11.73 Fidelity	1.03 25.01 Fidelity	1.03 24.99 Fidelity	0.19 10.45 Fidelity	0.47 19.24 Fidelity	0.61 26.55 Fidelity	0.41 12.28 Fidelity	0.45 13.40 Fidelity	0.70 11.47 Aggressive
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Weak	Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Sell	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Strong Buy	Strong Hold	Cautious Hold
Net Asset	58.14 M	5.48 B	27.84 B	29.52 B	407.89 M	13.66 B	16.71 B	318.52 M	27.81 M	915.85 K
Price To Book	N/A	N/A	2.71	2.71	N/A	2.06	N/A	N/A	N/A	N/A
Five Year Return	2.8	4.32	11.33	11.43	0.85	5.2	N/A	N/A	9.44	N/A
One Year Return	5.76	7.76	21.02	21.16	1.82	10.0	N/A	N/A	17.1	N/A
Last Dividend Paid	N/A	0.01	0.05	0.06	N/A	0.01	N/A	0.1	N/A	N/A
Price To Earning	N/A	N/A	21.01	21.01	N/A	17.67	N/A	N/A	N/A	N/A
Price To Sales	N/A	N/A	2.67	2.67	N/A	1.45	N/A	N/A	N/A	N/A
Cash Position Weight	4.47	4.0	3.84	1.73	1.67	6.25	0.08	1.21	4.11	N/A
Equity Positions Weight	30.39	39.03	67.55	64.46	N/A	55.64	90.03	98.79	88.78	N/A
Three Year Return	0.13	1.26	7.06	7.14	-0.79	1.86	N/A	N/A	5.58	N/A
Annual Yield	0.0234	0.0276	0.0155	0.0161	0.007	0.0216	0.0173	0.0245	0.0174	0.0153
Year To Date Return	4.98	6.84	19.62	19.76	1.53	8.81	N/A	N/A	14.81	N/A
Bond Positions Weight	7.3	7.8	26.47	3.45	98.33	37.75	1.25	N/A	6.31	N/A
Ten Year Return	N/A	6.75	9.92	10.03	4.01	7.73	N/A	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	10.16	11.73	25.01	24.99	10.45	19.24	26.55	12.28	13.4	11.47
Period Momentum Indicator	(0.01)	0.05	(0.26)	(0.26)	0.02	0.09	0.16	(0.05)	0.06	0.08
Rate Of Daily Change	1.0	1.0	0.99	0.99	1.0	1.0	1.01	1.0	1.0	1.01
Day Median Price	10.16	11.73	25.01	24.99	10.45	19.24	26.55	12.28	13.4	11.47
Price Action Indicator	(0.01)	0.025	(0.13)	(0.13)	0.01	0.045	0.08	(0.03)	0.03	0.04
Coefficient Of Variation	(920.39)	(1,138)	6461.8	6048.59	(1,327)	(1,539)	(12,147)	(612.52)	9813.36	6091.08
Mean Deviation	0.2197	0.264	0.4046	0.4049	0.1653	0.3086	0.4495	0.6895	0.4833	0.4305
Jensen Alpha	(0.04)	(0.04)	(0)	(0)	(0.03)	(0.04)	(0.02)	(0.16)	(0.02)	(0)
Total Risk Alpha	(0.05)	(0.05)	(0.02)	(0.02)	(0.04)	(0.05)	(0.03)	(0.19)	(0.02)	(0.02)
Sortino Ratio	N/A	N/A	(0.03)	(0.03)	N/A	N/A	N/A	N/A	(0.03)	(0.03)
Downside Variance	N/A	N/A	0.5184	0.4747	N/A	N/A	N/A	N/A	0.5858	0.4825
Standard Deviation	0.2945	0.3566	0.5774	0.5779	0.2447	0.4189	0.6079	0.9147	0.6485	0.5884
Kurtosis	1.74	2.03	4.14	4.1	3.16	3.7	3.88	1.45	2.79	4.68
Potential Upside	0.3918	0.5848	0.7722	0.7728	0.2871	0.6643	0.9752	1.04	1.04	0.8643
Treynor Ratio	(0.71)	(0.65)	(0.01)	(0)	(0.60)	(0.58)	(0.22)	12.95	(0.01)	(0)
Maximum Drawdown	1.75	2.11	3.83	3.84	1.43	2.61	3.7	5.4	3.91	3.88
Variance	0.0867	0.1271	0.3334	0.3339	0.0599	0.1755	0.3695	0.8367	0.4206	0.3462
Market Risk Adjusted Performance	(0.70)	(0.64)	(0)	0.0052	(0.59)	(0.57)	(0.21)	12.96	0.0045	0.0056
Risk Adjusted Performance	(0.10)	(0.08)	0.0085	0.0094	(0.08)	(0.06)	(0.01)	(0.13)	0.0059	0.0095
Skewness	(0.46)	(0.54)	(1.08)	(1.06)	(0.96)	(1.05)	(1.17)	0.1085	(0.89)	(1.23)
Semi Deviation	N/A	N/A	0.6502	0.6251	N/A	N/A	N/A	N/A	0.6982	0.6525
Information Ratio	(0.22)	(0.18)	(0.04)	(0.04)	(0.21)	(0.14)	(0.06)	(0.20)	(0.04)	(0.04)
Value At Risk	(0.48)	(0.59)	(0.94)	(0.98)	(0.38)	(0.66)	(0.89)	(1.79)	(1.02)	(0.78)
Expected Short fall	N/A	N/A	(0.39)	(0.41)	N/A	N/A	N/A	N/A	(0.49)	(0.43)
Downside Deviation	N/A	N/A	0.72	0.689	N/A	N/A	N/A	N/A	0.7654	0.6946
Semi Variance	N/A	N/A	0.4228	0.3907	N/A	N/A	N/A	N/A	0.4875	0.4258

Fidelity Freedom Competition Performance Charts

Five steps to successful analysis of Fidelity Freedom Competition

Fidelity Freedom's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Fidelity Freedom Blend in relation to its competition. Fidelity Freedom's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Fidelity Freedom in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Fidelity Freedom's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fidelity Freedom Blend, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Fidelity Freedom position

In addition to having Fidelity Freedom in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Healthcare

Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.

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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.

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