Fidelity Freedom® 2030 (FFFEX)

16.36
Net Asset Value
+0.18%
1 Day
+0.37%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
0.79%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2030. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 17 years after the year 2030).

Performance

1 month-0.12% 3 years+7.48%
3 months+0.68% 5 years+14.27%
1 year+13.46% Since inception+6.89%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFFEXCategory
Performance 5-yr return+14.27%+16.11%
Expense ratio0.79%1.05%
Risk 5 year sharpe ratio1.261.28
Net assets$11.0B$2.0B
Average market cap$29.8B$35.6B
Average P/E17.217.5
Portfolio turnover29%29%

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Fund Management and Purchase Info

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

Holdings

U.S. stock54.14%
International stock27.71%
Fixed income13.43%
Cash4.19%
Other0.55%
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
FINVX Fidelity® Series International Value9.18%
FIGSX Fidelity® Series International Growth9.17%
FNKLX Fidelity® Series Equity-Income8.80%
FCGSX Fidelity® Series Growth Company7.64%
FSAEX Fidelity® Series All-Sector Equity6.88%
FGLGX Fidelity® Series Growth & Income6.74%
FSHNX Fidelity® Series High Income6.52%
FSBDX Fidelity® Series Blue Chip Growth6.09%
FBLEX Fidelity® Series Stk Selec Lg Cp Val5.84%
FEMSX Fidelity® Series Emerging Markets5.44%

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