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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+0.11% 3 years+9.59%
3 months+2.89% 5 years+8.61%
1 year+0.41% Since inception+3.08%
Data through --

Peer Comparisonvs. Target date 2036-2040

Performance 5-yr return+8.61%+7.42%
Expense ratio0.75%1.00%
Risk 5 year sharpe ratio0.760.74
Net assets$6.6B$1.5B
Average market cap$29.8B$32.9B
Average P/E17.717.3
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. stock60.14%
International stock29.98%
Fixed income5.59%
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 Fund9.71%
FCGSX Fidelity® Series Growth Company Fund9.01%
FIGSX Fidelity® Series International Growth Fund8.96%
FINVX Fidelity® Series International Value Fund8.80%
FEMSX Fidelity® Series Emerging Markets7.87%
FSAEX Fidelity® Series All-Sector Equity7.39%
FGLGX Fidelity® Series Growth & Income Fund7.39%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.29%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.22%
FSBDX Fidelity® Series Blue Chip Growth Fund5.15%