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Fidelity Freedom K® 2030 Fund (FFKEX)

12.96
Net Asset Value
-1.67%
1 Day
-9.56%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
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-6.72% 3 years+3.53%
3 months-10.36% 5 years+4.25%
1 year-9.34% Since inception+9.65%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFKEXCategory
Performance 5-yr return+4.25%+5.99%
Expense ratio0.63%0.94%
Risk 5 year sharpe ratio0.530.54
Net assets$14.4B$2.1B
Average market cap$31.5B$35.4B
Average P/E17.817.4
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. stock55.50%
International stock26.70%
Fixed income13.11%
Cash4.37%
Other0.32%
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 F8.99%
FRLLX Fidelity® Series Equity-Income Fund Class F8.83%
FFGSX Fidelity® Series Growth Company Fund Class F8.40%
FFIGX Fidelity® Series International Growth Fund F7.95%
FFVNX Fidelity® Series International Value Fund Class F7.93%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.84%
FTBTX Fidelity® Series Growth &, Income Fund Class F6.73%
FSFFX Fidelity® Series All-Sector Equity Fund Class F6.73%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.72%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.76%

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