Fidelity Freedom� 2030

 (MUTF:FFFEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.24%  
1 week   +0.12%
   
4 week   +0.88%
   
3 month   +2.69%
   
YTD   +6.44%
   
1 year   +10.38%
   
3 years*   +13.26%
   
5 years*   +11.30%
   
*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 assets11.02B 
Front load-  
Deferred load-  
Expense ratio0.77%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.36%  
Stocks83.40%  
Bonds12.01%  
Preferred0.61%  
Convertible0.04%  
Other0.57%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
16.76-0.04(-0.24%)
May 22, 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* 2.57 0.08 -1.50 -2.30
Beta* 1.33 1.23 1.31 1.39
Mean annual return 0.76 0.87 0.78 0.61
R-squared* 96.51 95.20 97.79 97.08
Standard deviation 7.68 7.93 11.07 13.58
Sharpe ratio 1.19 1.31 0.84 0.43
* Against standard index

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