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Fidelity Freedom® 2030 Fund (FFFEX)

17.47
Net Asset Value
+0.11%
1 Day
+10.64%
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+1.87% 3 years+6.83%
3 months+4.50% 5 years+10.20%
1 year+16.04% Since inception+6.90%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+10.20%+8.39%
Expense ratio0.75%0.87%
Risk 5 year sharpe ratio1.151.12
Net assets$11.8B$2.6B
Average market cap$34.5B$36.9B
Average P/E19.119.4
Portfolio turnover17%17%

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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. stock49.17%
International stock30.12%
Fixed income14.83%
Cash5.33%
Other0.57%
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 Fund11.85%
FEMSX Fidelity® Series Emerging Markets Fund9.34%
FIGSX Fidelity® Series International Growth Fund8.71%
FINVX Fidelity® Series International Value Fund8.43%
FNKLX Fidelity® Series Equity-Income Fund8.37%
FCGSX Fidelity® Series Growth Company Fund7.39%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.93%
FGLGX Fidelity® Series Growth & Income Fund5.93%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.50%
FVWSX Fidelity® Series Opportunistic Insights Fund4.10%