Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Freedom 2025 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 98,417
   
Market Capitalization % of Portfolio
Giant 46.50
Large 30.08
Medium 17.13
Small 5.35
Micro 0.94
   
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 5.4
Cash-Flow Growth 3.1
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 7.68 Yrs
Average Eff Maturity ---
Average Wtd Coupon 3.10
Average Wtd Price 93.22
As of 2025-02-28
Data as of 2025-02-28
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 25.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 25.9
Bullet Bonds Bonds 44.4
Bullet Cash Cash 3.7
Bullet Other Other 0.6
Asset Allocation Rescaled Graph
Data through 2025-02-28
  Morningstar Equity Sectors
% of Stocks
Cyclical 37.27
Basic Materials 4.94
Consumer Cyclical 10.59
Financial Services 20.65
Real Estate 1.09
Sensitive 45.38
Communication Services 7.53
Energy 3.20
Industrials 16.20
Technology 18.45
Defensive 17.34
Consumer Defensive 4.19
Healthcare 11.34
Utilities 1.81
Data through 2025-02-28
  Morningstar Fixed-Income Sectors
% Fund
Government 64.33
Corporate 13.04
Securitized 15.12
Municipal 0.01
Cash & Equivalents 7.45
Derivative 0.06
Data through 2025-02-28
  Credit Analysis
% Bonds
AAA 86.13
AA 2.33
A 5.39
BBB 7.04
BB 1.29
B 1.19
Below B 0.00
Not Rated -3.37
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 93.95
Turnover % (as of 2024-12-31) 41.00
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 --- 86,509 22.30
Fidelity VIP Overseas Initial --- USA --- 68,084 17.55
Fidelity Inflation-Prot Bd Index --- USA --- 47,665 12.29
Fidelity VIP Emerging Markets Initial --- USA --- 32,960 8.50
Fidelity VIP Growth Initial --- USA --- 31,772 8.19
Fidelity Long-Term Trs Bd Index --- USA --- 29,023 7.48
Fidelity VIP Growth & Income Initial --- USA --- 21,947 5.66
Fidelity VIP Contrafund Initial --- USA --- 19,344 4.99
Fidelity VIP Equity-Income Initial --- USA --- 16,174 4.17
Fidelity VIP Value Initial --- USA --- 10,937 2.82
Fidelity International Bond Index --- USA --- 8,689 2.24
Fidelity VIP Value Strategies Initial --- USA --- 5,293 1.36
Fidelity VIP Mid Cap Initial --- USA --- 4,793 1.24
Fidelity VIP High Income Initial --- USA --- 4,702 1.21
Data through 2025-02-28
Show Data Definitions

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