Fidelity Freedom� 2050

 (MUTF:FFFHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.36%  
1 week   +0.82%
   
4 week   +0.45%
   
3 month   +1.55%
   
YTD   +0.91%
   
1 year   +15.32%
   
3 years*   +7.56%
   
5 years*   +15.87%
   
*annualized
Best 3 month return+28.28%  
Worst 3 month return-34.06%  

Morningstar statistics

Morningstar category: Target Date 2046-2050
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.30B 
Front load-  
Deferred load-  
Expense ratio0.82%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.88%  
Stocks85.48%  
Bonds8.94%  
Preferred0.50%  
Convertible0.06%  
Other1.15%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
11.13-0.04(-0.36%)
Apr 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2050. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 17 years after the year 2050).
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jun 30, 2011)
Brett Sumsion (Started: Jan 21, 2014)
Advisor Company:
Strategic Advisers, Inc.
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.58 -3.80 -3.76     -
Beta* 1.35 1.54 1.58     -
Mean annual return 1.24 0.74 1.45     -
R-squared* 93.61 97.70 98.26     -
Standard deviation 9.08 13.02 14.75     -
Sharpe ratio 1.63 0.67 1.18     -
* Against standard index

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