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Fidelity Freedom K® 2030 Fund (FFKEX)

15.65
Net Asset Value
+0.13%
1 Day
+5.17%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
0.65%
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  K 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-0.19% 3 years+6.20%
3 months+5.10% 5 years+8.22%
1 year+14.33% Since inception+10.83%
Data through --

Peer Comparisonvs. Target-date 2030

 FFKEXCategory
Performance 5-yr return+8.22%+8.06%
Expense ratio0.65%0.89%
Risk 5 year sharpe ratio0.940.91
Net assets$16.9B$2.5B
Average market cap$31.6B$38.6B
Average P/E18.519.5
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock50.82%
International stock28.63%
Fixed income14.95%
Cash5.02%
Other0.57%
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 F10.92%
FEMFX Fidelity® Series Emerging Markets Fund Class F9.35%
FRLLX Fidelity® Series Equity-Income Fund Class F8.73%
FFVNX Fidelity® Series International Value Fund Class F8.33%
FFIGX Fidelity® Series International Growth Fund F8.31%
FFGSX Fidelity® Series Growth Company Fund Class F7.28%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.24%
FTBTX Fidelity® Series Growth & Income Fund Class F6.18%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F5.48%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F4.06%