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Fidelity Freedom® 2030 Fund (FFFEX)

16.63
Net Asset Value
+0.12%
1 Day
+5.32%
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+0.24% 3 years+6.29%
3 months+5.05% 5 years+8.07%
1 year+15.63% Since inception+6.76%
Data through --

Peer Comparisonvs. Target-date 2030

 FFFEXCategory
Performance 5-yr return+8.07%+8.06%
Expense ratio0.75%0.89%
Risk 5 year sharpe ratio0.930.91
Net assets$11.2B$2.5B
Average market cap$31.8B$38.6B
Average P/E18.519.5
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. stock50.88%
International stock28.52%
Fixed income15.01%
Cash5.01%
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 Fund10.91%
FEMSX Fidelity┬« Series Emerging Markets Fund9.33%
FNKLX Fidelity┬« Series Equity-Income Fund8.75%
FINVX Fidelity┬« Series International Value Fund8.32%
FIGSX Fidelity┬« Series International Growth Fund8.30%
FCGSX Fidelity┬« Series Growth Company Fund7.30%
FBLEX Fidelity┬« Series Stock Selector Large Cap Value Fund6.25%
FGLGX Fidelity┬« Series Growth & Income Fund6.20%
FDMLX Fidelity┬« Series Intrinsic Opportunities Fund5.30%
FVWSX Fidelity┬« Series Opportunistic Insights Fund4.08%