Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2035 Service 2
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Target Asset Allocation
Glide Path
Allocation
Bonds
US Stocks
Non-US Stocks
Cash
Other
Years Until Retirement
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 87,981
   
Market Capitalization % of Portfolio
Giant 43.09
Large 33.78
Medium 17.25
Small 5.19
Micro 0.69
   
Investment Valuation Stock
Portfolio
Forward P/E 18.3
Price/Book 2.9
Price/Sales 2.0
Price/Cash Flow 11.7
Dividend Yield 1.9
Long-Term Earnings 12.0
Historical Earnings 13.4
Sales Growth 9.1
Cash-Flow Growth 4.9
Book-Value Growth 7.7
As of 2024-02-29
Data as of 2024-02-29
  Style Box Details for Bond Holdings
Average Eff Duration 8.31 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.22
Average Wtd Price 89.69
As of 2024-02-29
Data as of 2024-02-29
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 35.9
Bullet Non-U.S. Stocks Non-U.S. Stocks 33.7
Bullet Bonds Bonds 26.2
Bullet Cash Cash 3.8
Bullet Other Other 0.4
Asset Allocation Rescaled Graph
Data through 2024-02-29
  Morningstar Equity Sectors
% of Stocks
Cyclical 33.47
Basic Materials 5.47
Consumer Cyclical 9.97
Financial Services 16.75
Real Estate 1.28
Sensitive 48.42
Communication Services 5.77
Energy 3.81
Industrials 15.01
Technology 23.83
Defensive 18.10
Consumer Defensive 4.47
Healthcare 12.27
Utilities 1.36
Data through 2024-02-29
  Morningstar Fixed-Income Sectors
% Fund
Government 54.43
Corporate 17.72
Securitized 15.32
Municipal 0.06
Cash & Equivalents 12.41
Derivative 0.05
Data through 2024-02-29
  Credit Analysis
% Bonds
AAA 82.11
AA 3.40
A 7.27
BBB 8.66
BB 2.10
B 2.33
Below B 0.72
Not Rated -6.60
Data through 2024-02-29
Credit Analysis Graph
  Top 25 Holdings
Total Number of Stock Holdings 0
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 92.28
Turnover % (as of 2023-12-31) 26.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Fidelity VIP Overseas Initial --- USA --- 68,228 22.42
Fidelity VIP Investment Grd Bd II Initl --- USA --- 41,422 13.61
Fidelity VIP Growth Initial --- USA --- 35,436 11.65
Fidelity VIP Emerging Markets Initial --- USA --- 32,366 10.64
Fidelity VIP Growth & Income Initial --- USA --- 23,924 7.86
Fidelity VIP Contrafund Initial --- USA --- 21,397 7.03
Fidelity VIP Equity-Income Initial --- USA --- 17,324 5.69
Fidelity Long-Term Trs Bd Index --- USA --- 17,240 5.67
Fidelity VIP Value Initial --- USA --- 12,186 4.00
Fidelity Inflation-Prot Bd Index --- USA --- 11,305 3.71
Fidelity International Bond Index --- USA --- 7,015 2.31
Fidelity VIP Value Strategies Initial --- USA --- 6,049 1.99
Fidelity VIP Mid Cap Initial --- USA --- 5,516 1.81
Fidelity VIP High Income Initial --- USA --- 4,886 1.61
Data through 2024-02-29
Show Data Definitions

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