Fidelity Freedom K® 2030 (FFKEX)

15.74
Net Asset Value
-0.13%
1 Day
+3.76%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
0.65%
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+3.62% 3 years+10.78%
3 months+2.27% 5 years+10.57%
1 year+8.47% Since inception+12.33%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FFKEXCategory
Performance 5-yr return+10.57%+9.12%
Expense ratio0.65%1.01%
Risk 5 year sharpe ratio0.900.91
Net assets$15.3B$2.1B
Average market cap$32.0B$33.9B
Average P/E18.317.6
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock57.65%
International stock26.27%
Fixed income11.70%
Cash3.74%
Other0.63%
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 F9.19%
FFIGX Fidelity® Series International Growth Fund F8.08%
FFVNX Fidelity® Series International Value Fund Class F7.92%
FFGSX Fidelity® Series Growth Company Fund Class F7.65%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.09%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.05%
FIBFX Fidelity® Series Investment Grade Bond Fund Class F6.57%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.47%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.20%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F6.18%

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