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Fidelity Freedom® 2030 Fund (FFFEX)

16.07
Net Asset Value
+0.19%
1 Day
+1.77%
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+1.26% 3 years+5.21%
3 months+3.50% 5 years+8.47%
1 year+20.77% Since inception+6.56%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+8.47%+8.06%
Expense ratio0.75%0.90%
Risk 5 year sharpe ratio0.990.98
Net assets$10.7B$2.4B
Average market cap$31.6B$38.0B
Average P/E18.119.2
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. stock52.45%
International stock27.10%
Fixed income14.54%
Cash5.32%
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 Fund10.29%
FNKLX Fidelity® Series Equity-Income Fund9.15%
FEMSX Fidelity® Series Emerging Markets Fund8.87%
FINVX Fidelity® Series International Value Fund8.01%
FIGSX Fidelity® Series International Growth Fund7.66%
FCGSX Fidelity® Series Growth Company Fund7.58%
FGLGX Fidelity® Series Growth & Income Fund6.75%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.26%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.28%
FSBDX Fidelity® Series Blue Chip Growth Fund4.35%