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Fidelity Freedom® 2030 Fund (FFFEX)

16.59
Net Asset Value
-0.12%
1 Day
+5.07%
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+2.60% 3 years+5.94%
3 months+6.45% 5 years+8.17%
1 year+21.61% Since inception+6.66%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+8.17%+8.06%
Expense ratio0.75%0.89%
Risk 5 year sharpe ratio0.960.94
Net assets$10.9B$2.5B
Average market cap$31.3B$38.0B
Average P/E18.319.3
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock50.30%
International stock28.42%
Fixed income15.22%
Cash5.49%
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 Fund11.01%
FEMSX Fidelity® Series Emerging Markets Fund8.97%
FNKLX Fidelity® Series Equity-Income Fund8.95%
FINVX Fidelity® Series International Value Fund8.34%
FIGSX Fidelity® Series International Growth Fund8.17%
FCGSX Fidelity® Series Growth Company Fund7.19%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.40%
FGLGX Fidelity® Series Growth & Income Fund6.30%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.29%
FVWSX Fidelity® Series Opportunistic Insights Fund3.99%