Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.30%
   
1 week   +1.32%
   
4 week   +4.15%
   
3 month   +1.02%
   
YTD   +7.26%
   
1 year   +9.81%
   
3 years*   +14.86%
   
5 years*   +9.89%
   
*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 Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets10.86B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.03%  
Stocks84.37%  
Bonds11.87%  
Preferred0.63%  
Convertible0.08%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.83+0.05(0.30%)
Nov 26, 4:00PM EST 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, BOSTON DE 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.17 -0.38 -1.63 -2.52
Beta* 1.36 1.20 1.31 1.38
Mean annual return 0.77 0.95 0.91 0.59
R-squared* 93.06 96.11 97.82 97.19
Standard deviation 8.01 7.95 11.30 13.63
Sharpe ratio 1.14 1.43 0.96 0.41
* Against standard index

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