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Fidelity Freedom® 2030 Fund (FFFEX)

17.03
Net Asset Value
0.00%
1 Day
+7.85%
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+1.87% 3 years+6.95%
3 months+4.39% 5 years+10.14%
1 year+16.48% Since inception+6.84%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+10.14%+7.12%
Expense ratio0.75%0.88%
Risk 5 year sharpe ratio0.970.94
Net assets$11.5B$2.6B
Average market cap$33.3B$34.8B
Average P/E19.719.4
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. stock50.25%
International stock28.47%
Fixed income14.55%
Cash6.15%
Other0.56%
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 Fund11.72%
FEMSX Fidelity® Series Emerging Markets Fund9.35%
FNKLX Fidelity® Series Equity-Income Fund8.61%
FINVX Fidelity® Series International Value Fund8.27%
FIGSX Fidelity® Series International Growth Fund8.27%
FCGSX Fidelity® Series Growth Company Fund7.32%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.13%
FGLGX Fidelity® Series Growth & Income Fund6.08%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.43%
FVWSX Fidelity® Series Opportunistic Insights Fund4.04%