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Fidelity Freedom® 2030 Fund (FFFEX)

16.12
Net Asset Value
+1.07%
1 Day
+5.98%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.75%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until its target retirement date. The fund invests in a combination of Fidelity  domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom  Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2030)).

Performance

1 month+3.20% 3 years+5.40%
3 months+0.44% 5 years+8.76%
1 year+7.04% Since inception+6.52%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+8.76%+9.40%
Expense ratio0.75%0.90%
Risk 5 year sharpe ratio0.960.95
Net assets$10.5B$2.4B
Average market cap$31.5B$38.1B
Average P/E18.618.8
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock51.21%
International stock28.26%
Fixed income15.20%
Cash4.75%
Other0.57%
Top 5 Sectors
Portfolio weighting
Financial service 18.12%
Industrial materials 14.48%
Consumer goods 12.67%
Energy 10.86%
Healthcare 10.21%
Top 10 Holdings
Portfolio weighting
FSIGX Fidelity® Series Investment Grade Bond Fund10.53%
FEMSX Fidelity® Series Emerging Markets Fund9.46%
FNKLX Fidelity® Series Equity-Income Fund8.77%
FINVX Fidelity® Series International Value Fund8.19%
FIGSX Fidelity® Series International Growth Fund7.97%
FCGSX Fidelity® Series Growth Company Fund7.54%
FGLGX Fidelity® Series Growth & Income Fund6.55%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.01%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.12%
FSBDX Fidelity® Series Blue Chip Growth Fund4.37%