Fidelity Freedom Index 2050 Fund

Shareclass

Fidelity Freedom Index 2050 Instl Prem (FFOPX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Target date

Fidelity Freedom Index Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

68.2

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 222 out of 696 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.03% of assets
$6.96M invested
2. QBE Insurance Group Ltd
0.02% of assets
$4.84M invested
3. GPT Group
<0.01% of assets
$1.4M invested
4. Allianz SE
0.16% of assets
$32.53M invested
5. Sanofi SA
0.15% of assets
$30.03M invested
6. AstraZeneca PLC
0.27% of assets
$54.67M invested
7. Qantas Airways Ltd
<0.01% of assets
$1.16M invested
8. Standard Chartered PLC
0.03% of assets
$7M invested
9. Yara International ASA
<0.01% of assets
$1.2M invested
10. GSK PLC
0.09% of assets
$18.92M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. GRAIL Inc
<0.01% of assets
$95,428 invested
2. TKO Group Holdings Inc
<0.01% of assets
$1.77M invested
3. TG Therapeutics Inc
<0.01% of assets
$747,687 invested
4. Rithm Capital Corp
<0.01% of assets
$1.05M invested
5. SpringWorks Therapeutics Inc Ordinary Shares
<0.01% of assets
$497,153 invested
6. Trustmark Corp
<0.01% of assets
$400,680 invested
7. Red Rock Resorts Inc Class A
<0.01% of assets
$426,367 invested
8. Servisfirst Bancshares Inc
<0.01% of assets
$797,138 invested
9. Luminar Technologies Inc Ordinary Shares - Class A
<0.01% of assets
$26,383 invested
10. Axos Financial Inc
<0.01% of assets
$705,840 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on FFOPX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Freedom Index 2050 Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FFOPX

Fidelity Freedom Index 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 1/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.5% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FFOPX

Fidelity Freedom Index 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 1/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.5% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FFOPX

Fidelity Freedom Index 2050 Fund

Family

Fidelity Investments

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 1/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.5% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 1/31/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FFOPX - Fidelity Freedom Index 2050 Fund

18%

6.52%

9.49%

9.22%

54 / 100 points

Benchmark

26%

12%

15%

14%

55 / 100 points

Fund compared to benchmark

-8.5%

-5.36%

-5.64%

-4.5%

1 / 100 points lower

Find more financial data on FFOPX at Morningstar.com

What's next?

Learn how to make a change and move your money

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Action toolkit

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Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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