Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2035 Service 2
Release date as of 2024-10-31. 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 96,865
   
Market Capitalization % of Portfolio
Giant 44.29
Large 31.43
Medium 18.67
Small 4.83
Micro 0.77
   
Investment Valuation Stock
Portfolio
Forward P/E 17.9
Price/Book 3.0
Price/Sales 2.2
Price/Cash Flow 13.5
Dividend Yield 1.7
Long-Term Earnings 12.9
Historical Earnings 9.1
Sales Growth 8.8
Cash-Flow Growth 5.7
Book-Value Growth 7.8
As of 2024-09-30
Data as of 2024-09-30
  Style Box Details for Bond Holdings
Average Eff Duration 8.78 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.33
Average Wtd Price 93.50
As of 2024-09-30
Data as of 2024-09-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 34.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 34.6
Bullet Bonds Bonds 27.0
Bullet Cash Cash 3.7
Bullet Other Other 0.5
Asset Allocation Rescaled Graph
Data through 2024-09-30
  Morningstar Equity Sectors
% of Stocks
Cyclical 33.94
Basic Materials 5.74
Consumer Cyclical 9.69
Financial Services 17.45
Real Estate 1.06
Sensitive 46.75
Communication Services 6.13
Energy 3.24
Industrials 15.30
Technology 22.08
Defensive 19.31
Consumer Defensive 4.38
Healthcare 13.00
Utilities 1.93
Data through 2024-09-30
  Morningstar Fixed-Income Sectors
% Fund
Government 58.58
Corporate 15.43
Securitized 14.38
Municipal 0.01
Cash & Equivalents 10.26
Derivative 1.35
Data through 2024-09-30
  Credit Analysis
% Bonds
AAA 83.91
AA 2.69
A 6.01
BBB 7.29
BB 2.33
B 2.64
Below B 0.00
Not Rated -4.89
Data through 2024-09-30
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 92.86
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 --- 84,488 22.31
Fidelity VIP Investment Grd Bd II Initl --- USA --- 47,921 12.65
Fidelity VIP Emerging Markets Initial --- USA --- 45,276 11.96
Fidelity VIP Growth Initial --- USA --- 42,559 11.24
Fidelity VIP Growth & Income Initial --- USA --- 28,099 7.42
Fidelity Long-Term Trs Bd Index --- USA --- 26,446 6.98
Fidelity VIP Contrafund Initial --- USA --- 25,638 6.77
Fidelity VIP Equity-Income Initial --- USA --- 20,276 5.35
Fidelity Inflation-Prot Bd Index --- USA --- 16,647 4.40
Fidelity VIP Value Initial --- USA --- 14,303 3.78
Fidelity VIP Value Strategies Initial --- USA --- 7,166 1.89
Fidelity International Bond Index --- USA --- 7,098 1.87
Fidelity VIP Mid Cap Initial --- USA --- 6,560 1.73
Fidelity VIP High Income Initial --- USA --- 6,205 1.64
Data through 2024-09-30
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.