Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.24%
   
1 week   +1.34%
   
4 week   +0.67%
   
3 month   +4.02%
   
YTD   +5.66%
   
1 year   +15.82%
   
3 years*   +13.72%
   
5 years*   +11.20%
   
*annualized
Best 3 month return+25.44%  
Worst 3 month return-31.18%  

Morningstar statistics

Morningstar category: Target Date 2026-2030
  Return Risk Rating
3 years Average 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 assets10.79B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.73%  
Stocks82.85%  
Bonds12.80%  
Preferred0.55%  
Convertible0.07%  
Other0.01%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.57-0.01(-0.06%)
Aug 22, 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 2030).
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* -1.62 -2.08 -2.24 -2.85
Beta* 1.30 1.27 1.32 1.39
Mean annual return 0.96 0.77 0.96 0.61
R-squared* 91.76 97.78 98.01 97.24
Standard deviation 7.87 10.60 11.40 13.58
Sharpe ratio 1.46 0.86 1.01 0.42
* Against standard index

Top 10 holdings