Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2050 Service 2
Release date as of 2025-06-30. 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 100,340
   
Market Capitalization % of Portfolio
Giant 44.59
Large 30.60
Medium 17.54
Small 6.34
Micro 0.93
   
Investment Valuation Stock
Portfolio
Forward P/E 18.4
Price/Book 2.8
Price/Sales 2.1
Price/Cash Flow 11.5
Dividend Yield 1.9
Long-Term Earnings 9.0
Historical Earnings 8.2
Sales Growth 5.0
Cash-Flow Growth 3.4
Book-Value Growth 8.3
As of 2025-05-31
Data as of 2025-05-31
  Style Box Details for Bond Holdings
Average Eff Duration 14.87 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.27
Average Wtd Price ---
As of 2025-04-30
Data as of 2025-04-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 46.5
Bullet Non-U.S. Stocks Non-U.S. Stocks 42.1
Bullet Bonds Bonds 5.8
Bullet Cash Cash 2.9
Bullet Other Other 2.7
Asset Allocation Rescaled Graph
Data through 2025-05-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 37.68
Basic Materials 4.97
Consumer Cyclical 9.71
Financial Services 21.76
Real Estate 1.24
Sensitive 45.87
Communication Services 8.38
Energy 3.10
Industrials 17.27
Technology 17.12
Defensive 16.44
Consumer Defensive 4.10
Healthcare 10.89
Utilities 1.45
Data through 2025-05-31
  Morningstar Fixed-Income Sectors
% Fund
Government 66.29
Corporate 1.51
Securitized 0.00
Municipal 0.00
Cash & Equivalents 31.15
Derivative 1.06
Data through 2025-05-31
  Credit Analysis
% Bonds
AAA 100.00
AA 0.00
A 0.00
BBB 0.00
BB 0.00
B 0.00
Below B 0.00
Not Rated 0.00
Data through 2025-04-30
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 98.19
Turnover % (as of 2024-12-31) 34.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Fidelity VIP Overseas Initial --- USA --- 53,726 29.87
Fidelity VIP Growth Initial --- USA --- 27,026 15.02
Fidelity VIP Emerging Markets Initial --- USA --- 21,190 11.78
Fidelity VIP Growth & Income Initial --- USA --- 17,824 9.91
Fidelity VIP Contrafund Initial --- USA --- 16,252 9.03
Fidelity VIP Equity-Income Initial --- USA --- 12,770 7.10
Fidelity Long-Term Trs Bd Index --- USA --- 10,521 5.85
Fidelity VIP Value Initial --- USA --- 8,825 4.91
Fidelity VIP Value Strategies Initial --- USA --- 4,409 2.45
Fidelity VIP Mid Cap Initial --- USA --- 4,081 2.27
Fidelity VIP Government MMKT Initial --- USA --- 3,250 1.81
Fidelity Inflation-Prot Bd Index --- USA --- 17 0.01
Data through 2025-05-31
Show Data Definitions

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