Fidelity Freedom� 2030

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

Performance

Trailing returns

1 day
   
-0.06%  
1 week   +0.84%
   
4 week   +3.01%
   
3 month   +2.37%
   
YTD   +3.91%
   
1 year   +8.93%
   
3 years*   +10.70%
   
5 years*   +10.47%
   
*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 assets10.48B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.69%  
Stocks83.90%  
Bonds11.76%  
Preferred0.59%  
Convertible0.04%  
Other0.01%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.73-0.03(-0.18%)
Feb 27, 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 MA 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.42 -0.21 -1.67 -2.47
Beta* 1.28 1.21 1.30 1.38
Mean annual return 0.64 0.84 0.83 0.54
R-squared* 95.23 96.02 98.05 97.15
Standard deviation 7.35 7.74 11.08 13.56
Sharpe ratio 1.04 1.30 0.90 0.37
* Against standard index

Top 10 holdings