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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-4.97% 3 years+3.01%
3 months-12.44% 5 years+3.73%
1 year-12.00% Since inception+2.51%
Data through --

Peer Comparisonvs. Target date 2036-2040

Performance 5-yr return+3.73%+6.48%
Expense ratio0.75%0.97%
Risk 5 year sharpe ratio0.490.51
Net assets$6.0B$1.5B
Average market cap$31.5B$33.6B
Average P/E17.817.4
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. stock61.12%
International stock29.40%
Fixed income4.96%
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 Fund9.35%
FIGSX Fidelity® Series International Growth Fund8.85%
FINVX Fidelity® Series International Value Fund8.83%
FEMSX Fidelity® Series Emerging Markets8.42%
FSAEX Fidelity® Series All-Sector Equity7.40%
FGLGX Fidelity® Series Growth & Income Fund7.38%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.25%
FSBDX Fidelity® Series Blue Chip Growth Fund5.23%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.22%

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