Fidelity Freedom K® 2040 (FFKFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2036-2040
Style or Category
No Load
Sales Expenses
Expense Ratio
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 2040).


1 month+3.11% 3 years+11.74%
3 months+2.92% 5 years+10.81%
1 year+9.74% Since inception+13.00%
Data through --

Peer Comparisonvs. Target date 2036-2040

Performance 5-yr return+10.81%+9.83%
Expense ratio0.66%1.03%
Risk 5 year sharpe ratio0.860.91
Net assets$10.3B$1.5B
Average market cap$32.1B$32.3B
Average P/E18.317.7
Portfolio turnover50%50%

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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--


U.S. stock61.75%
International stock27.97%
Fixed income5.90%
Top 5 Sectors
Portfolio weighting
Financial service 17.98%
Industrial materials 14.50%
Consumer goods 12.65%
Energy 10.93%
Healthcare 10.25%
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income Fund Class F9.51%
FFIGX Fidelity® Series International Growth Fund F8.95%
FFVNX Fidelity® Series International Value Fund Class F8.75%
FFGSX Fidelity® Series Growth Company Fund Class F8.28%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.42%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.31%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.19%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F6.54%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.38%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F4.91%

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