Fidelity Freedom® 2030 Fund (FFFEX)

17.97
Net Asset Value
-0.28%
1 Day
-0.50%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.70%
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+1.07% 3 years+8.14%
3 months+0.21% 5 years+9.08%
1 year+11.40% Since inception+7.04%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+9.08%+7.36%
Expense ratio0.70%0.83%
Risk 5 year sharpe ratio0.980.93
Net assets$32.4B$3.1B
Average market cap$35.2B$40.8B
Average P/E17.617.6
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock43.64%
International stock29.04%
Fixed income20.06%
Cash6.70%
Other0.56%
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 Fund14.93%
FDMLX Fidelity® Series Intrinsic Opportunities Fund8.25%
FINVX Fidelity® Series International Value Fund7.64%
FEMSX Fidelity® Series Emerging Markets Opportunities Fund7.42%
FIGSX Fidelity® Series International Growth Fund7.39%
FGLGX Fidelity® Series Growth & Income Fund7.22%
FCGSX Fidelity® Series Growth Company Fund6.63%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.58%
FNKLX Fidelity® Series Value Discovery Fund3.97%
FVWSX Fidelity® Series Opportunistic Insights Fund3.61%