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Fidelity Freedom® 2030 Fund (FFFEX)

15.19
Net Asset Value
+0.33%
1 Day
-0.13%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.74%
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 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-0.21% 3 years+5.50%
3 months+8.28% 5 years+5.86%
1 year-3.96% Since inception+6.44%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+5.86%+5.38%
Expense ratio0.74%0.94%
Risk 5 year sharpe ratio0.520.54
Net assets$10.3B$2.2B
Average market cap$28.8B$35.5B
Average P/E17.017.5
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock55.27%
International stock27.10%
Fixed income12.86%
Cash4.17%
Other0.60%
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 Fund8.93%
FEMSX Fidelity® Series Emerging Markets Fund8.69%
FNKLX Fidelity® Series Equity-Income Fund8.67%
FIGSX Fidelity® Series International Growth Fund8.13%
FCGSX Fidelity® Series Growth Company Fund8.07%
FINVX Fidelity® Series International Value Fund7.95%
FSAEX Fidelity® Series All-Sector Equity Fund6.70%
FGLGX Fidelity® Series Growth & Income Fund6.70%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.72%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.89%

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