Fidelity Freedom® 2030 Fund (FFFEX)

18.24
Net Asset Value
-0.38%
1 Day
+1.00%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.70%
Expense Ratio
High
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 month0.00% 3 years+7.69%
3 months-2.88% 5 years+9.26%
1 year+14.83% Since inception+7.05%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+9.26%+7.36%
Expense ratio0.70%0.83%
Risk 5 year sharpe ratio1.000.94
Net assets$31.9B$3.0B
Average market cap$38.3B$41.3B
Average P/E20.917.8
Portfolio turnover17%17%

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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. stock43.91%
International stock29.32%
Fixed income20.23%
Cash5.94%
Other0.58%
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 Fund15.31%
FDMLX Fidelity® Series Intrinsic Opportunities Fund8.04%
FEMSX Fidelity® Series Emerging Markets Fund7.69%
FIGSX Fidelity® Series International Growth Fund7.64%
FINVX Fidelity® Series International Value Fund7.55%
FGLGX Fidelity® Series Growth & Income Fund7.26%
FCGSX Fidelity® Series Growth Company Fund6.75%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.60%
FNKLX Fidelity® Series Value Discovery Fund4.01%
FVWSX Fidelity® Series Opportunistic Insights Fund3.65%