Fidelity Freedom K® 2010 (FFKCX)

13.55
Net Asset Value
0.00%
1 Day
+2.65%
Year-to-Date
Overall Morningstar Rating
Target date 2000-2010
Style or Category
No Load
Sales Expenses
0.53%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective 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 2010).

Performance

1 month+2.03% 3 years+7.63%
3 months+1.70% 5 years+8.17%
1 year+6.20% Since inception+9.78%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKCXCategory
Performance 5-yr return+8.17%+6.83%
Expense ratio0.53%0.92%
Risk 5 year sharpe ratio1.041.03
Net assets$3.8B$912.1M
Average market cap$31.9B$35.7B
Average P/E18.318.0
Portfolio turnover39%39%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income41.43%
U.S. stock33.35%
International stock14.91%
Cash9.84%
Other0.47%
Top 5 Sectors
Portfolio weighting
Financial service 18.89%
Industrial materials 14.37%
Consumer goods 12.46%
Energy 10.79%
Healthcare 10.18%
Top 10 Holdings
Portfolio weighting
FIBFX Fidelity® Series Investment Grade Bond Fund Class F31.65%
FRLLX Fidelity® Series Equity-Income Fund Class F5.29%
FFGSX Fidelity® Series Growth Company Fund Class F4.67%
FFIGX Fidelity® Series International Growth Fund F4.47%
FFVNX Fidelity® Series International Value Fund Class F4.41%
FSBFX Fidelity® Short-Term Bond Fund Class F4.33%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.06%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.05%
FSHFX Fidelity® Series High Income Fund Class F3.90%
FEMFX Fidelity® Series Emerging Markets Fund Class F3.83%

To view my watchlist

Not a member yet?

Sign up now for a free account