Fidelity Freedom® 2030 (FFFEX)

16.37
Net Asset Value
+0.92%
1 Day
+1.49%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
0.74%
Expense Ratio
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-2.23% 3 years+10.37%
3 months-2.66% 5 years+9.76%
1 year+3.40% Since inception+6.88%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFFEXCategory
Performance 5-yr return+9.76%+10.54%
Expense ratio0.74%0.99%
Risk 5 year sharpe ratio1.081.04
Net assets$10.9B$2.2B
Average market cap$31.4B$36.5B
Average P/E18.718.4
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. stock56.06%
International stock28.09%
Fixed income11.77%
Cash3.40%
Other0.68%
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
FNKLX Fidelity® Series Equity-Income Fund8.91%
FIGSX Fidelity® Series International Growth Fund8.38%
FINVX Fidelity® Series International Value Fund8.29%
FCGSX Fidelity® Series Growth Company Fund7.97%
FEMSX Fidelity® Series Emerging Markets7.50%
FSIGX Fidelity® Series Investment Grade Bond Fund7.27%
FGLGX Fidelity® Series Growth & Income Fund6.87%
FSAEX Fidelity® Series All-Sector Equity6.80%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund5.95%
FSBDX Fidelity® Series Blue Chip Growth Fund5.38%

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