Fidelity Freedom� 2030 Fund

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.36%  
1 week
   
-3.18%  
4 week
   
-4.73%  
3 month
   
-11.45%  
YTD
   
-9.93%  
1 year
   
-10.46%  
3 years*   +2.69%
   
5 years*   +3.62%
   
*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 Above 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 assets9.62B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.35%  
Stocks82.27%  
Bonds13.01%  
Preferred0.27%  
Convertible0.05%  
Other0.04%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
13.72+0.02(0.15%)
Feb 10, 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:
FMR Co., Inc. (FMRC)
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* 2.20 -0.05 -1.25 -2.36
Beta* 1.51 1.35 1.30 1.39
Mean annual return -0.32 0.40 0.45 0.39
R-squared* 97.32 94.97 96.86 97.18
Standard deviation 12.16 9.20 10.26 13.85
Sharpe ratio -0.32 0.52 0.52 0.25
* Against standard index

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