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Fidelity Freedom® 2040 Fund (FFFFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 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 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  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 2040)).


1 month-1.42% 3 years+4.71%
3 months+0.44% 5 years+8.21%
1 year+4.05% Since inception+3.24%
Data through --

Peer Comparisonvs. Target-date 2040

Performance 5-yr return+8.21%+10.39%
Expense ratio0.77%0.94%
Risk 5 year sharpe ratio1.041.02
Net assets$6.7B$1.7B
Average market cap$31.0B$35.3B
Average P/E18.518.8
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock58.61%
International stock31.30%
Fixed income4.85%
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 Fund9.90%
FEMSX Fidelity® Series Emerging Markets Fund9.85%
FINVX Fidelity® Series International Value Fund9.25%
FIGSX Fidelity® Series International Growth Fund9.08%
FCGSX Fidelity® Series Growth Company Fund8.51%
FGLGX Fidelity® Series Growth & Income Fund7.27%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.74%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.59%
FSAEX Fidelity® Series All-Sector Equity Fund5.08%
FSBDX Fidelity® Series Blue Chip Growth Fund4.88%

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