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Fidelity Freedom® 2030 Fund (FFFEX)

18.29
Net Asset Value
+0.16%
1 Day
+15.83%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.70%
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- K 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+1.22% 3 years+8.04%
3 months+5.24% 5 years+10.22%
1 year+19.34% Since inception+7.07%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+10.22%+8.23%
Expense ratio0.70%0.86%
Risk 5 year sharpe ratio1.181.17
Net assets$30.5B$2.9B
Average market cap$35.2B$38.0B
Average P/E19.419.4
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock45.62%
International stock30.78%
Fixed income17.20%
Cash5.60%
Other0.79%
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 Fund13.07%
FEMSX Fidelity® Series Emerging Markets Fund9.48%
FIGSX Fidelity® Series International Growth Fund8.20%
FINVX Fidelity® Series International Value Fund8.19%
FGLGX Fidelity® Series Growth & Income Fund7.69%
FDMLX Fidelity® Series Intrinsic Opportunities Fund7.68%
FCGSX Fidelity® Series Growth Company Fund6.84%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.78%
FNKLX Fidelity® Series Value Discovery Fund3.99%
FVWSX Fidelity® Series Opportunistic Insights Fund3.79%