Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.61%
   
1 week   +1.98%
   
4 week   +0.79%
   
3 month   +1.04%
   
YTD   +1.23%
   
1 year   +13.89%
   
3 years*   +7.29%
   
5 years*   +15.06%
   
*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 Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets10.96B 
Front load-  
Deferred load-  
Expense ratio0.79%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.19%  
Stocks81.85%  
Bonds12.40%  
Preferred0.49%  
Convertible0.06%  
Other1.03%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.46-0.04(-0.24%)
Apr 23, 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 using a moderate asset allocation strategy designed for investors expecting to retire around the year 2030. 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 17 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, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.45 -2.31 -2.09 -2.80
Beta* 1.24 1.28 1.34 1.39
Mean annual return 1.06 0.68 1.33 0.56
R-squared* 93.15 97.92 98.33 97.13
Standard deviation 8.35 10.74 12.54 13.65
Sharpe ratio 1.51 0.75 1.26 0.38
* Against standard index

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