Fidelity Freedom K® 2030 (FFKEX)

15.29
Net Asset Value
-0.71%
1 Day
+0.79%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
0.63%
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-1.91% 3 years+11.72%
3 months-2.12% 5 years+10.22%
1 year+3.83% Since inception+12.36%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFKEXCategory
Performance 5-yr return+10.22%+10.54%
Expense ratio0.63%0.99%
Risk 5 year sharpe ratio1.091.04
Net assets$15.8B$2.2B
Average market cap$31.5B$36.5B
Average P/E18.718.4
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock56.02%
International stock28.12%
Fixed income11.75%
Cash3.43%
Other0.68%
Top 5 Sectors
Portfolio weighting
Financial service 18.29%
Industrial materials 14.49%
Consumer goods 12.56%
Energy 10.88%
Healthcare 10.22%
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income Fund Class F8.91%
FFIGX Fidelity® Series International Growth Fund F8.39%
FFVNX Fidelity® Series International Value Fund Class F8.29%
FFGSX Fidelity® Series Growth Company Fund Class F7.95%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.52%
FIBFX Fidelity® Series Investment Grade Bond Fund Class F7.27%
FTBTX Fidelity® Series Growth &, Income Fund Class F6.88%
FSFFX Fidelity® Series All-Sector Equity Fund Class F6.81%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.95%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.38%

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