Fidelity Freedom� 2050 Fund

 (MUTF:FFFHX)   Watch this mutual fund  
Find more results for FFFHX

Performance

Trailing returns

1 day   +0.00%  
1 week   +1.02%
   
4 week   +3.40%
   
3 month   +7.55%
   
YTD   +5.39%
   
1 year   +23.40%
   
3 years*   +6.57%
   
5 years*   +9.19%
   
*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 Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.74B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash5.71%  
Stocks88.92%  
Bonds4.73%  
Preferred0.51%  
Convertible0.07%  
Other0.04%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
11.00+0.06(0.55%)
Feb 20, 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* -0.73 -0.31 -0.58 -3.06
Beta* 1.38 1.48 1.46 1.56
Mean annual return 1.45 0.58 0.80 0.46
R-squared* 87.22 93.98 94.91 96.97
Standard deviation 8.09 10.08 9.87 15.77
Sharpe ratio 2.10 0.68 0.95 0.30
* Against standard index

Top 10 holdings