Fidelity Freedom® 2030 (FFFEX)

16.73
Net Asset Value
-0.42%
1 Day
+3.72%
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+2.89% 3 years+10.61%
3 months+2.80% 5 years+10.09%
1 year+9.27% Since inception+6.76%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFFEXCategory
Performance 5-yr return+10.09%+9.12%
Expense ratio0.77%1.01%
Risk 5 year sharpe ratio0.900.91
Net assets$10.5B$2.1B
Average market cap$32.0B$33.9B
Average P/E18.317.6
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. stock57.69%
International stock26.21%
Fixed income11.77%
Cash3.69%
Other0.63%
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 Fund9.16%
FIGSX Fidelity® Series International Growth Fund8.07%
FINVX Fidelity® Series International Value Fund7.86%
FCGSX Fidelity® Series Growth Company Fund7.74%
FSAEX Fidelity® Series All-Sector Equity7.06%
FGLGX Fidelity® Series Growth & Income Fund7.02%
FSIGX Fidelity® Series Investment Grade Bond Fund6.57%
FEMSX Fidelity® Series Emerging Markets6.47%
FSBDX Fidelity® Series Blue Chip Growth Fund6.20%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.19%

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