Fidelity Advisor Freedom 2040 Fund (FCFFX)
| Fund Assets | 2.96B |
| Expense Ratio | 1.74% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 1.05 |
| Dividend Yield | 5.98% |
| Dividend Growth | 515.79% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 17.54 |
| YTD Return | 17.31% |
| 1-Year Return | 14.06% |
| 5-Year Return | 60.02% |
| 52-Week Low | 14.35 |
| 52-Week High | 17.74 |
| Beta (5Y) | n/a |
| Holdings | 43 |
| Inception Date | Jul 24, 2003 |
About FCFFX
Fidelity Advisor Freedom 2040 Fund - Class C is a target-date mutual fund designed to help investors plan for retirement around the year 2040. Its primary objective is to achieve a high total return, with a secondary focus on preserving capital as the fund approaches its target date and beyond. The fund accomplishes this by investing in a diversified portfolio of underlying Fidelity funds, which span domestic and international equities, fixed income, and short-term instruments. Over time, the asset allocation gradually shifts from higher equity exposure toward more conservative holdings, reflecting the changing risk tolerance as investors near retirement age. Notably, the fund is benchmarked against the S&P 500 index and the Fidelity Freedom 2040 Composite, ensuring performance is assessed relative to both broad market and peer target-date standards. With a history dating back to 2003 and assets exceeding $2 billion, this fund serves as a comprehensive retirement planning tool, catering to individuals who seek a managed, lifecycle-oriented investment approach for their long-term financial goals.
Performance
FCFFX had a total return of 14.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.18%.
Top 10 Holdings
70.60% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Stock | FGLGX | 9.89% |
| Fidelity Series Emerging Markets Opps | FEMSX | 9.21% |
| Fidelity Advisor Series Equity Gr | FMFMX | 7.21% |
| Fidelity Series International Value | FINVX | 7.06% |
| Fidelity Series International Growth | FIGSX | 6.85% |
| Fidelity Series Overseas | FSOSX | 6.80% |
| Fidelity Series Opportunistic Insights | FVWSX | 6.31% |
| Fidelity Series Value Discovery | FNKLX | 5.86% |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.83% |
| Fidelity Series Investment Grade Bond | FSIGX | 5.58% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.779 | May 12, 2025 |
| Dec 30, 2024 | $0.274 | Dec 31, 2024 |
| May 10, 2024 | $0.070 | May 13, 2024 |
| Dec 28, 2023 | $0.101 | Dec 29, 2023 |
| Dec 29, 2022 | $0.161 | Dec 30, 2022 |
| May 13, 2022 | $1.152 | May 16, 2022 |