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Fidelity Freedom® 2030 Fund (FFFEX)

15.94
Net Asset Value
+0.25%
1 Day
+4.80%
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+2.11% 3 years+7.07%
3 months+7.20% 5 years+9.06%
1 year+8.65% Since inception+6.59%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+9.06%+5.79%
Expense ratio0.75%0.93%
Risk 5 year sharpe ratio0.680.69
Net assets$10.5B$2.3B
Average market cap$29.9B$37.3B
Average P/E18.118.5
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. stock52.81%
International stock28.07%
Fixed income14.11%
Cash4.42%
Other0.59%
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 Fund10.13%
FEMSX Fidelity® Series Emerging Markets Fund8.93%
FNKLX Fidelity® Series Equity-Income Fund8.59%
FIGSX Fidelity® Series International Growth Fund8.17%
FINVX Fidelity® Series International Value Fund8.09%
FCGSX Fidelity® Series Growth Company Fund7.48%
FGLGX Fidelity® Series Growth & Income Fund6.41%
FSAEX Fidelity® Series All-Sector Equity Fund6.23%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.71%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.96%

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