Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity Freedom® 2030 Fund (FFFEX)

14.74
Net Asset Value
-4.10%
1 Day
-3.09%
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+3.36% 3 years+7.28%
3 months+4.74% 5 years+6.76%
1 year-3.05% Since inception+6.46%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+6.76%+5.38%
Expense ratio0.75%0.94%
Risk 5 year sharpe ratio0.570.58
Net assets$10.3B$2.2B
Average market cap$30.0B$35.7B
Average P/E17.517.6
Portfolio turnover16%16%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock53.91%
International stock27.55%
Fixed income13.58%
Cash4.36%
Other0.59%
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 Fund9.52%
FEMSX Fidelity® Series Emerging Markets Fund8.83%
FNKLX Fidelity® Series Equity-Income Fund8.68%
FIGSX Fidelity® Series International Growth Fund8.08%
FINVX Fidelity® Series International Value Fund8.04%
FCGSX Fidelity® Series Growth Company Fund7.78%
FGLGX Fidelity® Series Growth & Income Fund6.65%
FSAEX Fidelity® Series All-Sector Equity Fund6.40%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.76%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.89%

Partner Offers