Fidelity Freedom® 2030

Snapshot

Compare

Profile

Performance

FFFEX - Snapshot

Vitals

YTD Return 8.9%
3 Yr Annualized Return 5.8%
5 Yr Annualized Return 8.0%
Net Assets $33.1 B
Holdings in Top 10 72.9%

52 WEEK LOW AND HIGH

$19.33

$13.70

$19.42

Expenses

OPERATING RELATED FEES

Expense Ratio 0.69%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 31.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $0
IRA $2,500

Fund Classification

Primary Theme
Target-Date 2030
Fund Type Open End Mutual Fund
Investment Style Target-Date 2030

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Target Retirement 2030 Fund

Fund

$40.52

+0.47%

$41.08 B

2.15%

$0.87

11.17%

Vanguard Institutional Target Retirement 2030 Fund

Fund

$27.93

+0.47%

$35.45 B

2.18%

$0.61

11.19%

Fidelity Freedom® 2030 Fund

Fund

$19.42

+0.47%

$33.12 B

1.51%

$0.29

8.92%

American Funds 2030 Target Date Retirement Fund®

Fund

$16.95

+0.36%

$29.02 B

1.20%

$0.20

11.81%

T. Rowe Price Retirement 2030 Fund

Fund

$29.16

+0.38%

$19.86 B

1.69%

$0.49

12.59%

FFFEX - Profile

Distributions

YTD Total Return 8.9%
3 Yr Annualized Total Return 5.8%
5 Yr Annualized Total Return 8.0%
Capital Gain Distribution Frequency Semi-Annually
Net Income Ratio 1.68%

DIVIDENDS

Dividend Yield 0.0%
Dividend Distribution Frequency Semi-Annually

Fund Details

Legal Name

Fidelity Freedom® 2030 Fund
Fund Family Name

Fidelity Investments
Inception Date

Oct 17, 1996
Shares Outstanding

N/A
Share Class

Other
Currency

USD
Domiciled Country

United States
Manager

Andrew Dierdorf

Fund Description

The fund invests in a combination of Fidelity ® domestic equity funds, international equity funds, bond funds, and short-term funds. It allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2030.

FFFEX - Performance

Return Ranking - Trailing

Period	FFFEX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	8.9%	2.3%	14.4%	52.25%
1 Yr	7.0%	-1.3%	10.8%	13.39%
3 Yr	5.8%*	1.5%	7.7%	25.76%
5 Yr	8.0%*	3.8%	8.3%	10.17%
10 Yr	7.9%*	4.3%	9.3%	34.40%

* Annualized

Return Ranking - Calendar

Period	FFFEX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	13.7%	0.0%	18.9%	58.10%
2018	-13.2%	-20.5%	-6.3%	59.89%
2017	14.4%	-16.1%	16.1%	27.43%
2016	3.8%	-0.1%	7.4%	48.37%
2015	-5.7%	-12.7%	-1.0%	58.14%

Total Return Ranking - Trailing

Period	FFFEX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	8.9%	2.3%	14.4%	52.25%
1 Yr	7.0%	-6.1%	10.8%	12.67%
3 Yr	5.8%*	0.1%	7.7%	25.00%
5 Yr	8.0%*	2.8%	8.3%	10.29%
10 Yr	7.9%*	4.3%	9.3%	34.15%

* Annualized

Total Return Ranking - Calendar

Period	FFFEX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	13.7%	0.0%	18.9%	58.10%
2018	-10.9%	-20.5%	-4.2%	64.17%
2017	19.8%	-16.1%	22.7%	1.71%
2016	8.1%	-0.1%	10.8%	16.99%
2015	-0.1%	-12.7%	0.8%	6.98%

NAV & Total Return History

FFFEX - Holdings

Concentration Analysis

	FFFEX	Category Low	Category High	FFFEX % Rank
Net Assets	33.1 B	127 K	41.1 B	1.70%
Number of Holdings	35	1	520	6.90%
Net Assets in Top 10	24.7 B	84.5 K	40.7 B	1.72%
Weighting of Top 10	72.92%	41.8%	100.0%	68.37%

Top 10 Holdings

FidelityÂ® Series Investment Grade Bond 20.14%
FidelityÂ® Series Emerging Markets Opps 11.16%
FidelityÂ® Series Intrinsic Opps 5.95%
FidelityÂ® Series Growth Company 5.71%
FidelityÂ® Series Infl-Prtct Bd Idx 5.52%
FidelityÂ® Series International Growth 5.15%
FidelityÂ® Series Overseas 5.11%
FidelityÂ® Series Large Cap Stock 5.02%
FidelityÂ® Series International Value 5.00%
FidelityÂ® Series Stk Selec Lg Cp Val 4.15%

Asset Allocation

	Weighting	Return Low	Return High	FFFEX % Rank
Stocks	65.34%	30.82%	76.40%	31.47%
Bonds	28.75%	8.24%	80.15%	79.74%
Cash	5.20%	-40.71%	12.78%	39.22%
Convertible Bonds	0.42%	0.00%	1.34%	34.48%
Other	0.15%	-0.56%	30.16%	38.79%
Preferred Stocks	0.12%	0.00%	1.18%	37.07%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FFFEX % Rank
Technology	18.63%	11.10%	23.52%	57.76%
Financial Services	16.49%	10.05%	17.19%	11.64%
Healthcare	13.63%	10.65%	17.68%	39.22%
Consumer Cyclical	13.21%	9.21%	13.67%	4.74%
Industrials	10.34%	8.16%	14.55%	56.47%
Communication Services	8.86%	6.00%	10.62%	53.02%
Consumer Defense	6.21%	5.57%	12.44%	94.83%
Basic Materials	4.85%	2.60%	7.01%	25.00%
Energy	3.64%	1.58%	4.03%	18.53%
Utilities	2.14%	0.81%	4.97%	93.97%
Real Estate	1.99%	1.90%	13.34%	99.14%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FFFEX % Rank
Non US	33.96%	6.69%	33.96%	0.86%
US	31.38%	8.92%	54.87%	81.47%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FFFEX % Rank
Government	40.30%	13.86%	79.93%	33.19%
Corporate	25.69%	0.12%	53.41%	57.33%
Securitized	18.13%	0.00%	39.37%	55.60%
Cash & Equivalents	15.33%	0.99%	40.96%	45.69%
Municipal	0.52%	0.00%	6.42%	30.17%
Derivative	0.03%	0.00%	32.54%	57.33%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FFFEX % Rank
US	25.11%	5.58%	51.14%	73.71%
Non US	3.64%	0.31%	54.15%	64.66%

FFFEX - Expenses

Operational Fees

	FFFEX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.69%	0.01%	37.24%	39.25%
Management Fee	0.68%	0.00%	0.83%	96.55%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.01%	0.40%	N/A

Sales Fees

	FFFEX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	N/A	3.50%	5.75%	N/A
Deferred Load	N/A	1.00%	4.00%	N/A

Trading Fees

	FFFEX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Max Redemption Fee	N/A	N/A	N/A	N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

	FFFEX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	31.00%	0.00%	117.00%	52.61%

FFFEX - Distributions

Dividend Yield Analysis

	FFFEX	Category Low	Category High	FFFEX % Rank
Dividend Yield	0.00%	0.00%	2.88%	85.11%

Dividend Distribution Analysis

	FFFEX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	Semi-Annually	Annually	Quarterly	Annually

Net Income Ratio Analysis

	FFFEX	Category Low	Category High	FFFEX % Rank
Net Income Ratio	1.68%	-0.16%	6.43%	72.85%

Capital Gain Distribution Analysis

	FFFEX	Category Low	Category High	Capital Mode
Capital Gain Distribution Frequency	Semi-Annually	Annually	Semi-Annually	Annually

Dividend Payout History

Date	Amount
May 15, 2017	$0.022
May 07, 2012	$0.035
Dec 30, 2011	$0.230
May 09, 2011	$0.028
Dec 31, 2010	$0.192
May 10, 2010	$0.030
Dec 29, 2009	$0.200
May 18, 2009	$0.040
Dec 29, 2008	$0.230
May 12, 2008	$0.040
Dec 31, 2007	$0.230
May 07, 2007	$0.040
Dec 29, 2006	$0.180
May 15, 2006	$0.030
Dec 30, 2005	$0.180
May 16, 2005	$0.005
Dec 30, 2004	$0.190
May 17, 2004	$0.030
Dec 29, 2003	$0.150
May 05, 2003	$0.040
Dec 30, 2002	$0.120
May 06, 2002	$0.030
Dec 31, 2001	$0.150
May 07, 2001	$0.050
Jan 02, 2001	$0.300
Dec 23, 1999	$0.370
May 10, 1999	$0.040
Dec 31, 1998	$0.200

View More +

FFFEX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 30, 2011

9.35

9.4%

Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.

Brett Sumsion

Start Date

Tenure

Tenure Rank

Jan 21, 2014

6.78

6.8%

Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.

Tenure Analysis

Category Low	Category High	Category Average	Category Mode
0.2	18.1	5.38	0.83

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Fidelity Freedom® 2030

FFFEX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FFFEX - Profile

Distributions

Fund Details

Fund Description

FFFEX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FFFEX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FFFEX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FFFEX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FFFEX - Fund Manager Analysis

Managers

Andrew Dierdorf

Brett Sumsion

Tenure Analysis

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