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Fidelity Freedom® 2040 Fund (FFFFX)

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-0.56% 3 years+7.56%
3 months-7.35% 5 years+8.12%
1 year+0.17% Since inception+2.93%
Data through --

Peer Comparisonvs. Target date 2036-2040

Performance 5-yr return+8.12%+11.62%
Expense ratio0.75%1.01%
Risk 5 year sharpe ratio0.910.87
Net assets$6.5B$1.5B
Average market cap$32.5B$34.0B
Average P/E18.518.0
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock61.13%
International stock30.00%
Fixed income5.21%
Top 5 Sectors
Portfolio weighting
Financial service 17.80%
Industrial materials 14.48%
Consumer goods 12.75%
Energy 10.91%
Healthcare 10.25%
Top 10 Holdings
Portfolio weighting
FNKLX Fidelity® Series Equity-Income Fund9.62%
FCGSX Fidelity® Series Growth Company Fund9.05%
FIGSX Fidelity® Series International Growth Fund9.03%
FINVX Fidelity® Series International Value Fund9.02%
FEMSX Fidelity® Series Emerging Markets7.62%
FSAEX Fidelity® Series All-Sector Equity7.44%
FGLGX Fidelity® Series Growth & Income Fund7.42%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.29%
FSBDX Fidelity® Series Blue Chip Growth Fund5.68%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.00%

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