Fidelity Freedom� 2050 Fund

 (MUTF:FFFHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.38%
   
1 week   +0.67%
   
4 week   +4.49%
   
3 month
   
-0.10%  
YTD   +7.69%
   
1 year   +5.35%
   
3 years*   +5.20%
   
5 years*   +9.56%
   
*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 Above Average Above Average
5 years Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.61B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.83%  
Stocks89.14%  
Bonds4.85%  
Preferred0.52%  
Convertible0.07%  
Other0.59%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
10.60+0.12(1.15%)
Dec 6, 7:00PM EST 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* -2.88 -0.45 -0.80 -2.92
Beta* 1.48 1.50 1.45 1.56
Mean annual return 0.46 0.44 0.81 0.44
R-squared* 91.96 93.81 94.93 96.93
Standard deviation 11.04 10.26 10.02 15.76
Sharpe ratio 0.47 0.50 0.96 0.29
* Against standard index

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