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Fidelity Freedom K® 2030 Fund (FFKEX)

14.27
Net Asset Value
+0.07%
1 Day
-0.42%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.63%
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 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-0.25% 3 years+5.50%
3 months+8.01% 5 years+6.02%
1 year-3.47% Since inception+10.37%
Data through --

Peer Comparisonvs. Target-date 2030

 FFKEXCategory
Performance 5-yr return+6.02%+5.38%
Expense ratio0.63%0.94%
Risk 5 year sharpe ratio0.530.54
Net assets$15.5B$2.2B
Average market cap$28.8B$35.5B
Average P/E17.017.5
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. stock55.14%
International stock27.14%
Fixed income12.94%
Cash4.18%
Other0.60%
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
FIBFX Fidelity® Series Investment Grade Bond Fund Class F8.97%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.71%
FRLLX Fidelity® Series Equity-Income Fund Class F8.68%
FFIGX Fidelity® Series International Growth Fund F8.15%
FFVNX Fidelity® Series International Value Fund Class F7.96%
FFGSX Fidelity® Series Growth Company Fund Class F7.96%
FSFFX Fidelity® Series All-Sector Equity Fund Class F6.68%
FTBTX Fidelity® Series Growth &, Income Fund Class F6.67%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.66%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.90%

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