Fidelity Freedom® 2040
(FFFFX)
US Markets Open
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9.12
+0.07
+0.77%
:

Previous Close

9.05

Net Assets

6.89B

Yield

1.32%

Front load

None

Expenses

0.00%

Category

Target Date 2036-2040

Morningstar Risk

Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • FFFFX

  • Category

    • 2013

    • 21.05%

    • -

    • 2012

    • 14.53%

    • -

    • 2011

    • -4.63%

    • -

    • 2010

    • 14.62%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 6.30%

      • 10.73%

      • 4.99%

      • Q2

      • 0.00%

      • -3.51%

      • -0.58%

      • Q3

      • 6.73%

      • 6.37%

      • -15.01%

      • Q4

      • 6.70%

      • 0.78%

      • 7.49%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Fidelity® Series Equity-Income

        • 9.53

        • 51,225,538

        • -172,196

        • Fidelity® Series International Value

        • 9.22

        • 58,183,002

        • 323,416

        • Fidelity® Series International Growth

        • 9.20

        • 45,359,052

        • -100,465

        • Fidelity® Series Growth Company

        • 7.90

        • 48,407,585

        • -399,080

        • Fidelity® Series All-Sector Equity

        • 7.49

        • 35,229,086

        • 27,482

        • Fidelity® Series Growth & Income

        • 7.29

        • 38,230,103

        • 1,074,296

        • Fidelity® Series Blue Chip Growth

        • 6.48

        • 39,050,590

        • 353,123

        • Fidelity® Series Stk Selec Lg Cp Val

        • 6.44

        • 33,723,142

        • 10,927

        • Fidelity® Series Emerging Markets

        • 6.39

        • 23,792,987

        • 1,381,826

        • Fidelity® Series High Income

        • 5.12

        • 34,543,084

        • -8,284,688

        • Name

        • Rating

        • YTD Return %

          • T. Rowe Price Retirement 2040

          • ★★★★★
          • 1.03

          • American Funds 2040 Trgt Date Retire R6

          • ★★★★★
          • 1.59

          • T. Rowe Price Retirement 2040 Adv

          • ★★★★★
          • 0.77

          • American Funds 2040 Trgt Date Retire R4

          • ★★★★★
          • 1.36

          • American Funds 2040 Trgt Date Retire R5

          • ★★★★★
          • 1.58

          • TIAA-CREF Lifecycle Index 2040 Inst

          • ★★★★★
          • 1.41

          • American Funds 2040 Trgt Date Retir A LW

          • ★★★★★
          • 1.43

          • Schwab Target 2040

          • ★★★★★
          • 0.25

          • TIAA-CREF Lifecycle Index 2040 Retire

          • ★★★★
          • 1.16

          • Vantagepoint Milestone 2040 Inv M

          • ★★★★
          • -0.30

          • Name

          • FFFFX

          • Category

            • Expense Ratio

            • 0.00%

            • 0.54%

            • Net Assets

            • 6.89B

            • 316.84M

            • Dividend Yield

            • 2.35%

            • 2.28

            • Price/Book

            • 2.08

            • 2.04

            • Price/Sales

            • 1.39

            • 1.42

            • Price/Cash Flow

            • 6.71

            • 7.10

            Profile

            Name of Issuer

            Fidelity Investments

            Fund Style

            Open

            Fund Manager

            Andrew Dierdorf

            Investment Style

            Large Blend

            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).

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            9/6/2000