Fidelity Freedom� 2050

 (MUTF:FFFHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.88%
   
1 week   +1.78%
   
4 week
   
-5.24%  
3 month
   
-4.63%  
YTD   +0.46%
   
1 year   +3.96%
   
3 years*   +12.77%
   
5 years*   +9.18%
   
*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 Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.34B 
Front load-  
Deferred load-  
Expense ratio0.78%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.27%  
Stocks88.85%  
Bonds7.17%  
Preferred0.63%  
Convertible0.06%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
10.31+0.09(0.88%)
Oct 20, 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. 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 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:
Strategic Advisers, Inc.
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, BOSTON DE 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.91 -0.95 -3.21     -
Beta* 1.38 1.44 1.56     -
Mean annual return 0.88 1.31 0.91     -
R-squared* 92.65 96.78 97.52     -
Standard deviation 8.57 10.58 13.50     -
Sharpe ratio 1.22 1.48 0.81     -
* Against standard index

Top 10 holdings