Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.18%
   
1 week   +0.89%
   
4 week   +2.77%
   
3 month   +6.96%
   
YTD   +5.70%
   
1 year   +11.50%
   
3 years*   +11.66%
   
5 years*   +9.29%
   
*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 assets10.89B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.48%  
Stocks83.88%  
Bonds11.96%  
Preferred0.61%  
Convertible0.04%  
Other0.04%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.87-0.18(-1.06%)
Apr 17, 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, BOSTON MA 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.06 0.06 -1.47 -2.29
Beta* 1.34 1.24 1.31 1.39
Mean annual return 0.65 0.83 0.79 0.58
R-squared* 95.17 95.23 97.80 97.09
Standard deviation 7.68 7.95 11.07 13.61
Sharpe ratio 1.01 1.24 0.84 0.40
* Against standard index

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