Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2050 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 89,011
   
Market Capitalization % of Portfolio
Giant 42.91
Large 33.76
Medium 17.35
Small 5.28
Micro 0.71
   
Investment Valuation Stock
Portfolio
Forward P/E 18.4
Price/Book 3.0
Price/Sales 2.0
Price/Cash Flow 11.8
Dividend Yield 1.9
Long-Term Earnings 12.0
Historical Earnings 13.5
Sales Growth 9.1
Cash-Flow Growth 5.1
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 12.04 Yrs
Average Eff Maturity ---
Average Wtd Coupon 2.54
Average Wtd Price ---
As of 2024-02-29
Data as of 2024-02-29
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 46.8
Bullet Non-U.S. Stocks Non-U.S. Stocks 42.1
Bullet Bonds Bonds 8.6
Bullet Cash Cash 2.0
Bullet Other Other 0.5
Asset Allocation Rescaled Graph
Data through 2024-02-29
  Morningstar Equity Sectors
% of Stocks
Cyclical 33.28
Basic Materials 5.37
Consumer Cyclical 9.91
Financial Services 16.70
Real Estate 1.30
Sensitive 48.54
Communication Services 5.78
Energy 3.86
Industrials 15.00
Technology 23.90
Defensive 18.18
Consumer Defensive 4.46
Healthcare 12.33
Utilities 1.39
Data through 2024-02-29
  Morningstar Fixed-Income Sectors
% Fund
Government 75.01
Corporate 4.47
Securitized 1.91
Municipal 0.01
Cash & Equivalents 18.42
Derivative 0.17
Data through 2024-02-29
  Credit Analysis
% Bonds
AAA 96.81
AA 1.24
A 1.68
BBB 1.72
BB 0.95
B 1.17
Below B 0.36
Not Rated -3.93
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 96.58
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 --- 39,660 27.58
Fidelity VIP Growth Initial --- USA --- 21,291 14.80
Fidelity VIP Emerging Markets Initial --- USA --- 18,035 12.54
Fidelity VIP Growth & Income Initial --- USA --- 14,471 10.06
Fidelity VIP Contrafund Initial --- USA --- 12,900 8.97
Fidelity VIP Equity-Income Initial --- USA --- 10,491 7.29
Fidelity Long-Term Trs Bd Index --- USA --- 7,736 5.38
Fidelity VIP Value Initial --- USA --- 7,348 5.11
Fidelity VIP Value Strategies Initial --- USA --- 3,647 2.54
Fidelity VIP Mid Cap Initial --- USA --- 3,326 2.31
Fidelity Inflation-Prot Bd Index --- USA --- 2,994 2.08
Fidelity VIP Investment Grd Bd II Initl --- USA --- 788 0.55
Fidelity International Bond Index --- USA --- 754 0.52
Fidelity VIP High Income Initial --- USA --- 373 0.26
Data through 2024-02-29
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.