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ABAMX AllianzGI Retirement 2030 Administrative

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Fund ABAMX AllianzGI Retirement 2030 Administrative MLTKX MFS Lifetime 2030 R6 FFFEX Fidelity Freedom® 2030  
100% 96% 96%
Annual Fees
(0.90% Exp. Ratio)
(0.50% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.95% annual return
$24,373.58 $27,504.40 $25,504.99
Est. savings over 30 yrs +$3,130.82 +$1,131.41
As of 12/31/16
1 YR RETURN 7.87%
3 YR 2.33%
5 YR 5.19%
10 YR --
1 YR RETURN 8.99%
3 YR 4.14%
5 YR 9.83%
10 YR 5.12%
1 YR RETURN 8.13%
3 YR 4.49%
5 YR 8.86%
10 YR 4.27%
The investment seeks capital growth and preservation consistent with its asset allocation as 2030 approaches, and thereafter current income and, secondarily, capital appreciation. The fund invests directly and indirectly in globally diverse equity securities, including emerging market equities, and in global fixed income securities, including high yield debt, convertible bonds and emerging market debt. It has established strategic equity component and strategic fixed income component allocations, which change over time in relation to the fund's target retirement date and according to a pre-determined "glide path."
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2030; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
The investment seeks high total return until its target retirement date. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom® Income Fund (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)).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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