Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.06%  
1 week
   
-0.36%  
4 week   +0.73%
   
3 month   +0.01%
   
YTD   +4.47%
   
1 year   +5.05%
   
3 years*   +10.86%
   
5 years*   +10.16%
   
*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 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 ratio0.74%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.77%  
Stocks83.94%  
Bonds11.83%  
Preferred0.38%  
Convertible0.04%  
Other0.04%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
16.48+0.03(0.18%)
Jul 31, 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* 3.71 0.36 -0.91 -2.14
Beta* 1.33 1.24 1.29 1.38
Mean annual return 0.36 0.92 0.94 0.57
R-squared* 95.63 93.10 97.42 97.01
Standard deviation 7.68 6.94 10.39 13.57
Sharpe ratio 0.56 1.58 1.08 0.40
* Against standard index

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