Fidelity Freedom 2030
(FFFEX)
+0.02
+0.13%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 15.57 |
| Category | Target Date 2026-2030 |
| Net Assets | 10.78 Bil |
| Yield | 1.74% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2030. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2030). |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 30.57% | 14.04% | -3.15% | 13.47% | 9.81% |
| Value ($) | 13,057.00 | 14,890.20 | 14,421.16 | 16,363.69 | 17,968.97 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Chris Sharpe |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.00% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 4.88% |
| 3 Months | 6.96% |
| 1 Year | 20.08% |
| 3 Years* | 12.18% |
| 5 Years* | 3.25% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| FFFEX | Target Date 2026-2030 | |
|---|---|---|
| 5-Yr Return | 3.25% | 3.38% |
| Sharpe Ratio | 0.69 | 0.76 |
| Net Assets | 10.78 Bil | 432.27 Mil |
| Avg Market Cap | 24.73 Bil | 24.30 Bil |
| Avg P/E | 15.81 | 13.94 |
| Portfolio Turnover | 26 | 28 |
| Symbol | Value ($) |
|---|---|
| Stocks | 61.94% |
| Cash | 11.90% |
| Fixed Income | 25.98% |
| Other | 0.18% |
| NAME | % NET ASSETS |
|---|---|
| Fidelity Series Investment Grade Bond | 17.35% |
| Fidelity Series Commodity Strategy | 7.55% |
| Fidelity Series High Income | 6.96% |
| Fidelity Series All-Sector Equity | 6.78% |
| Fidelity Series International Growth | 6.67% |
| Fidelity Series International Value | 6.62% |
| Fidelity Growth Company | 6.43% |
| Fidelity Blue Chip Growth | 4.59% |
| Fidelity Series Stk Selec Lg Cp Val | 4.33% |
| Fidelity Series Equity-Income | 4.30% |
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