Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2030 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 98,151
   
Market Capitalization % of Portfolio
Giant 44.99
Large 30.73
Medium 17.31
Small 6.08
Micro 0.88
   
Investment Valuation Stock
Portfolio
Forward P/E 18.3
Price/Book 2.8
Price/Sales 2.2
Price/Cash Flow 11.5
Dividend Yield 1.9
Long-Term Earnings 9.0
Historical Earnings 8.3
Sales Growth 4.9
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 8.04 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.39
Average Wtd Price 91.24
As of 2025-04-30
Data as of 2025-04-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 29.4
Bullet Non-U.S. Stocks Non-U.S. Stocks 29.1
Bullet Bonds Bonds 35.7
Bullet Cash Cash 3.3
Bullet Other Other 2.5
Asset Allocation Rescaled Graph
Data through 2025-05-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 38.00
Basic Materials 5.16
Consumer Cyclical 9.64
Financial Services 22.02
Real Estate 1.18
Sensitive 45.81
Communication Services 8.38
Energy 3.00
Industrials 17.50
Technology 16.93
Defensive 16.16
Consumer Defensive 4.05
Healthcare 10.73
Utilities 1.38
Data through 2025-05-31
  Morningstar Fixed-Income Sectors
% Fund
Government 59.80
Corporate 14.68
Securitized 17.15
Municipal 0.01
Cash & Equivalents 7.38
Derivative 0.99
Data through 2025-05-31
  Credit Analysis
% Bonds
AAA 83.72
AA 1.99
A 5.87
BBB 7.49
BB 1.61
B 1.47
Below B 0.00
Not Rated -2.15
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 93.32
Turnover % (as of 2024-12-31) 31.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Fidelity VIP Overseas Initial --- USA --- 173,072 21.10
Fidelity VIP Investment Grd Bd II Initl --- USA --- 159,265 19.42
Fidelity VIP Growth Initial --- USA --- 78,803 9.61
Fidelity VIP Emerging Markets Initial --- USA --- 70,211 8.56
Fidelity Inflation-Prot Bd Index --- USA --- 60,872 7.42
Fidelity Long-Term Trs Bd Index --- USA --- 60,443 7.37
Fidelity VIP Growth & Income Initial --- USA --- 52,141 6.36
Fidelity VIP Contrafund Initial --- USA --- 47,397 5.78
Fidelity VIP Equity-Income Initial --- USA --- 37,387 4.56
Fidelity VIP Value Initial --- USA --- 25,739 3.14
Fidelity VIP Government MMKT Initial --- USA --- 15,125 1.84
Fidelity VIP Value Strategies Initial --- USA --- 12,854 1.57
Fidelity VIP Mid Cap Initial --- USA --- 11,897 1.45
Fidelity VIP High Income Initial --- USA --- 9,741 1.19
Fidelity International Bond Index --- USA --- 5,205 0.63
Data through 2025-05-31
Show Data Definitions

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