Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.86%  
1 week
   
-3.25%  
4 week
   
-3.07%  
3 month
   
-2.37%  
YTD   +2.54%
   
1 year   +6.35%
   
3 years*   +12.13%
   
5 years*   +8.94%
   
*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 assets10.94B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.98%  
Stocks83.87%  
Bonds11.51%  
Preferred0.53%  
Convertible0.09%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.26+0.25(1.56%)
Dec 17, 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* -0.28 -0.31 -1.60 -2.50
Beta* 1.36 1.20 1.31 1.38
Mean annual return 0.75 1.03 0.86 0.57
R-squared* 93.08 95.96 97.77 97.17
Standard deviation 7.99 7.83 11.19 13.58
Sharpe ratio 1.12 1.57 0.91 0.39
* Against standard index

Top 10 holdings