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Fidelity Freedom® 2030 Fund (FFFEX)

15.95
Net Asset Value
-0.56%
1 Day
+4.87%
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+0.06% 3 years+6.21%
3 months+3.77% 5 years+9.91%
1 year+10.57% Since inception+6.59%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+9.91%+5.79%
Expense ratio0.75%0.92%
Risk 5 year sharpe ratio0.810.82
Net assets$10.6B$2.3B
Average market cap$29.9B$37.7B
Average P/E17.918.7
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. stock53.84%
International stock27.96%
Fixed income13.81%
Cash3.78%
Other0.61%
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 Fund9.86%
FEMSX Fidelity® Series Emerging Markets Fund9.06%
FNKLX Fidelity® Series Equity-Income Fund8.56%
FIGSX Fidelity® Series International Growth Fund8.16%
FINVX Fidelity® Series International Value Fund8.07%
FCGSX Fidelity® Series Growth Company Fund7.69%
FGLGX Fidelity® Series Growth & Income Fund6.44%
FSAEX Fidelity® Series All-Sector Equity Fund6.22%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.62%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.02%