Fidelity Freedom® 2040 (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-1.98% 3 years+13.75%
3 months-1.98% 5 years+9.80%
1 year+7.20% Since inception+3.26%
Data through --

Peer Comparisonvs. Target date 2036-2040

Performance 5-yr return+9.80%+10.45%
Expense ratio0.78%1.04%
Risk 5 year sharpe ratio0.870.88
Net assets$7.0B$1.5B
Average market cap$31.1B$33.2B
Average P/E18.217.9
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock61.40%
International stock28.14%
Fixed income6.02%
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-Income9.77%
FIGSX Fidelity® Series International Growth8.97%
FINVX Fidelity® Series International Value8.73%
FCGSX Fidelity® Series Growth Company8.01%
FSAEX Fidelity® Series All-Sector Equity7.61%
FGLGX Fidelity® Series Growth & Income7.53%
FEMSX Fidelity® Series Emerging Markets6.75%
FSBDX Fidelity® Series Blue Chip Growth6.61%
FBLEX Fidelity® Series Stk Selec Lg Cp Val6.58%
FVWSX Fidelity® Series Opportunistic Insights4.91%

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