Fidelity Freedom 2040: (MF: FFFFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$11.89 USD
+0.18 (1.54%)
Fund Description
The fund was incepted in September 2000 and is managed by Fidelity Group. The objective of this fund is to seek high total return. This fund invests in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds) and allocates its assets among these funds according to an asset allocation strategy. The fund will not terminate when it reaches its target retirement date. Instead, it will continue to invest, becoming increasingly conservative over time until the fund's target allocation matches that of Fidelity Freedom Income Fund. Ultimately, the funds will merge. The fund is targeted to investors expected to retire around the year 2040. The fund offers dividends and capital gains twice a year in May and December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 | FFFFX | NA | NA | 0.00 | 0.00 | 0.73 | 0.73 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | FFFFX | 11.71 | 9/6/2000 | 1.38 | 5.36 | 5.96 | 14.10 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Freedom 2040 | FFFFX | 0 | 0 | 0 | S |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |