Fidelity Freedom� 2050 Fund

 (MUTF:FFFHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.67%  
1 week   +1.75%
   
4 week   +0.10%
   
3 month   +3.88%
   
YTD   +7.28%
   
1 year   +10.85%
   
3 years*   +6.35%
   
5 years*   +11.17%
   
*annualized
Best 3 month return+28.28%  
Worst 3 month return-34.06%  

Morningstar statistics

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

Key statistics

Total assets2.55B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.62%  
Stocks90.95%  
Bonds4.76%  
Preferred0.54%  
Convertible0.09%  
Other0.03%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
10.36-0.08(-0.77%)
Sep 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return until its target retirement date. The fund invests in a combination of Fidelity� domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom� Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2050)).
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jun 30, 2011)
Brett Sumsion (Started: Jan 21, 2014)
Advisor Company:
FMR Co., Inc. (FMRC)
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, BOSTON MA 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.39 -1.29 -1.68 -3.14
Beta* 1.52 1.48 1.50 1.56
Mean annual return 0.67 0.65 0.78 0.50
R-squared* 94.67 94.00 96.13 96.99
Standard deviation 12.95 10.43 11.81 15.78
Sharpe ratio 0.60 0.74 0.78 0.33
* Against standard index

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