Morningstar® Investment Profile™   Morningstar®
Disclosure		   Format
for Print
Fidelity VIP Freedom 2020 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 93,311
   
Market Capitalization % of Portfolio
Giant 44.77
Large 31.52
Medium 18.45
Small 4.54
Micro 0.72
   
Investment Valuation Stock
Portfolio
Forward P/E 17.7
Price/Book 2.9
Price/Sales 2.2
Price/Cash Flow 13.3
Dividend Yield 1.7
Long-Term Earnings 13.0
Historical Earnings 8.7
Sales Growth 8.8
Cash-Flow Growth 5.2
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 6.92 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.18
Average Wtd Price 95.69
As of 2024-09-30
Data as of 2024-09-30
  Asset Allocation
% of Net Assets
U.S. Stocks 21.8
Non-U.S. Stocks 25.0
Bonds 52.6
Cash 0.3
Other 0.3
Total 100.0
Asset Allocation Long/Short/Net Graph
Data through 2024-09-30
  Morningstar Equity Sectors
% of Stocks
Cyclical 34.54
Basic Materials 6.02
Consumer Cyclical 9.81
Financial Services 17.72
Real Estate 0.99
Sensitive 46.40
Communication Services 6.14
Energy 3.17
Industrials 15.40
Technology 21.69
Defensive 19.05
Consumer Defensive 4.42
Healthcare 12.83
Utilities 1.80
Data through 2024-09-30
  Morningstar Fixed-Income Sectors
% Fund
Government 55.95
Corporate 16.31
Securitized 18.91
Municipal 0.01
Cash & Equivalents 7.74
Derivative 1.08
Data through 2024-09-30
  Credit Analysis
% Bonds
AAA 82.64
AA 2.94
A 7.23
BBB 8.81
BB 1.43
B 1.40
Below B 0.00
Not Rated -4.45
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 93.43
Turnover % (as of 2023-12-31) 27.00
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 --- 179,247 31.03
Fidelity VIP Overseas Initial --- USA --- 87,716 15.18
Fidelity Inflation-Prot Bd Index --- USA --- 77,606 13.43
Fidelity VIP Emerging Markets Initial --- USA --- 52,202 9.04
Fidelity VIP Growth Initial --- USA --- 39,579 6.85
Fidelity VIP Growth & Income Initial --- USA --- 26,130 4.52
Fidelity VIP Contrafund Initial --- USA --- 23,851 4.13
Fidelity VIP Equity-Income Initial --- USA --- 18,860 3.26
Fidelity Long-Term Trs Bd Index --- USA --- 17,554 3.04
Fidelity International Bond Index --- USA --- 17,055 2.95
Fidelity VIP Value Initial --- USA --- 13,311 2.30
Fidelity VIP High Income Initial --- USA --- 9,504 1.65
Fidelity VIP Value Strategies Initial --- USA --- 6,682 1.16
Fidelity VIP Mid Cap Initial --- USA --- 6,119 1.06
Fidelity VIP Government MMKT Initial --- USA --- 2,270 0.39
Data through 2024-09-30
Show Data Definitions

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