3 / 5 Stars
2 2 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#13 in Target Date 2026-2030
U.S. News evaluated 49 Target Date 2026-2030 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.29 percent over the past year, and 9.07 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.2%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity Funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment. It allocates assets among underlying Fidelity Funds according to 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).
Fees are Low compared to funds in the same category.
Fidelity Freedom Index 2030 Fund has an expense ratio of 0.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.