Fidelity Freedom® 2030 (FFFEX)

16.62
Net Asset Value
-0.66%
1 Day
+3.04%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
0.77%
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. 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 19 years after the year 2030).

Performance

1 month-0.66% 3 years+10.02%
3 months+3.04% 5 years+9.19%
1 year+7.76% Since inception+7.01%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFFEXCategory
Performance 5-yr return+9.19%+9.12%
Expense ratio0.77%1.01%
Risk 5 year sharpe ratio0.940.94
Net assets$11.0B$2.2B
Average market cap$30.7B$34.8B
Average P/E18.117.7
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock56.66%
International stock26.80%
Fixed income11.94%
Cash3.93%
Other0.67%
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
FNKLX Fidelity® Series Equity-Income Fund8.85%
FIGSX Fidelity® Series International Growth Fund8.34%
FINVX Fidelity® Series International Value Fund8.09%
FCGSX Fidelity® Series Growth Company Fund8.04%
FSAEX Fidelity® Series All-Sector Equity6.96%
FGLGX Fidelity® Series Growth & Income Fund6.91%
FSIGX Fidelity® Series Investment Grade Bond Fund6.65%
FEMSX Fidelity® Series Emerging Markets6.63%
FSBDX Fidelity® Series Blue Chip Growth Fund6.16%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.95%

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