Fidelity Advisor Freedom 2030 M (FTFEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:06AM EDT
Fidelity Advisor Freedom 2030 M
BOSTON MA 02210
245 SUMMER STREET
Fidelity Aberdeen Street Trust
617-563-7000
Management Information
Brett F. Sumsion,Lead Manager since January 20, 2014
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.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTarget-Date 2030
Fund FamilyFidelity Investments
Net Assets3.13B
YTD Return4.87%
Yield1.44%
Morningstar Rating★★
Inception DateJul 23, 2003
Fund Operations
Last Dividend0.20
Last Cap Gain3.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFTFEXCategory Average
Annual Report Expense Ratio (net)0.66%0.45%
Prospectus Net Expense Ratio0.66%N/A
Prospectus Gross Expense Ratio0.66%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.