Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2050 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 98,224
   
Market Capitalization % of Portfolio
Giant 44.11
Large 31.42
Medium 18.74
Small 4.93
Micro 0.79
   
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 9.3
Sales Growth 8.9
Cash-Flow Growth 6.0
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 13.85 Yrs
Average Eff Maturity ---
Average Wtd Coupon 2.90
Average Wtd Price ---
As of 2024-09-30
Data as of 2024-09-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 46.3
Bullet Non-U.S. Stocks Non-U.S. Stocks 44.8
Bullet Bonds Bonds 6.9
Bullet Cash Cash 1.5
Bullet Other Other 0.5
Asset Allocation Rescaled Graph
Data through 2024-09-30
  Morningstar Equity Sectors
% of Stocks
Cyclical 33.74
Basic Materials 5.65
Consumer Cyclical 9.65
Financial Services 17.35
Real Estate 1.09
Sensitive 46.86
Communication Services 6.10
Energy 3.26
Industrials 15.29
Technology 22.21
Defensive 19.41
Consumer Defensive 4.36
Healthcare 13.07
Utilities 1.98
Data through 2024-09-30
  Morningstar Fixed-Income Sectors
% Fund
Government 79.61
Corporate 3.27
Securitized 0.29
Municipal 0.00
Cash & Equivalents 16.03
Derivative 0.80
Data through 2024-09-30
  Credit Analysis
% Bonds
AAA 96.47
AA 0.13
A 0.19
BBB 0.38
BB 1.36
B 1.72
Below B 0.00
Not Rated -0.25
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 98.48
Turnover % (as of 2023-12-31) 24.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Fidelity VIP Overseas Initial --- USA --- 49,795 28.38
Fidelity VIP Growth Initial --- USA --- 25,932 14.78
Fidelity VIP Emerging Markets Initial --- USA --- 25,237 14.38
Fidelity VIP Growth & Income Initial --- USA --- 17,123 9.76
Fidelity VIP Contrafund Initial --- USA --- 15,623 8.90
Fidelity VIP Equity-Income Initial --- USA --- 12,357 7.04
Fidelity Long-Term Trs Bd Index --- USA --- 9,641 5.50
Fidelity VIP Value Initial --- USA --- 8,717 4.97
Fidelity VIP Value Strategies Initial --- USA --- 4,362 2.49
Fidelity VIP Mid Cap Initial --- USA --- 3,995 2.28
Fidelity Inflation-Prot Bd Index --- USA --- 2,021 1.15
Fidelity VIP High Income Initial --- USA --- 469 0.27
Fidelity VIP Investment Grd Bd II Initl --- USA --- 105 0.06
Fidelity International Bond Index --- USA --- 72 0.04
Data through 2024-09-30
Show Data Definitions

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