Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2030 Service 2
Release date as of 2025-03-31. 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 99,080
   
Market Capitalization % of Portfolio
Giant 46.37
Large 30.07
Medium 17.19
Small 5.42
Micro 0.96
   
Investment Valuation Stock
Portfolio
Forward P/E 17.9
Price/Book 2.8
Price/Sales 2.2
Price/Cash Flow 12.1
Dividend Yield 2.0
Long-Term Earnings 10.5
Historical Earnings 7.2
Sales Growth 5.5
Cash-Flow Growth 3.2
Book-Value Growth 8.5
As of 2025-02-28
Data as of 2025-02-28
  Style Box Details for Bond Holdings
Average Eff Duration 8.00 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.23
Average Wtd Price 92.69
As of 2025-02-28
Data as of 2025-02-28
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 29.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 28.8
Bullet Bonds Bonds 38.2
Bullet Cash Cash 3.2
Bullet Other Other 0.6
Asset Allocation Rescaled Graph
Data through 2025-02-28
  Morningstar Equity Sectors
% of Stocks
Cyclical 37.19
Basic Materials 4.90
Consumer Cyclical 10.60
Financial Services 20.59
Real Estate 1.10
Sensitive 45.39
Communication Services 7.54
Energy 3.22
Industrials 16.15
Technology 18.48
Defensive 17.42
Consumer Defensive 4.19
Healthcare 11.39
Utilities 1.84
Data through 2025-02-28
  Morningstar Fixed-Income Sectors
% Fund
Government 63.39
Corporate 13.60
Securitized 15.42
Municipal 0.01
Cash & Equivalents 7.51
Derivative 0.07
Data through 2025-02-28
  Credit Analysis
% Bonds
AAA 85.36
AA 2.28
A 5.42
BBB 7.15
BB 1.47
B 1.39
Below B 0.00
Not Rated -3.08
Data through 2025-02-28
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 94.10
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 Investment Grd Bd II Initl --- USA --- 153,257 19.50
Fidelity VIP Overseas Initial --- USA --- 152,959 19.46
Fidelity VIP Growth Initial --- USA --- 73,172 9.31
Fidelity VIP Emerging Markets Initial --- USA --- 72,955 9.28
Fidelity Inflation-Prot Bd Index --- USA --- 67,266 8.56
Fidelity Long-Term Trs Bd Index --- USA --- 62,389 7.94
Fidelity VIP Growth & Income Initial --- USA --- 50,548 6.43
Fidelity VIP Contrafund Initial --- USA --- 44,544 5.67
Fidelity VIP Equity-Income Initial --- USA --- 37,253 4.74
Fidelity VIP Value Initial --- USA --- 25,195 3.21
Fidelity International Bond Index --- USA --- 13,626 1.73
Fidelity VIP Value Strategies Initial --- USA --- 12,193 1.55
Fidelity VIP Mid Cap Initial --- USA --- 11,038 1.40
Fidelity VIP High Income Initial --- USA --- 9,548 1.21
Data through 2025-02-28
Show Data Definitions

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