Fidelity Freedom K® 2050 (FFKHX)

16.41
Net Asset Value
-2.09%
1 Day
+1.48%
Year-to-Date
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
0.64%
Expense Ratio
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 2050).

Performance

1 month+0.12% 3 years+14.91%
3 months+3.20% 5 years+12.11%
1 year+6.68% Since inception+13.81%
Data through --

Peer Comparisonvs. Target date 2046-2050

 FFKHXCategory
Performance 5-yr return+12.11%+9.81%
Expense ratio0.64%1.03%
Risk 5 year sharpe ratio0.970.98
Net assets$5.1B$673.8M
Average market cap$31.5B$32.1B
Average P/E18.718.7
Portfolio turnover17%17%

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Fund Management and Purchase Info

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

Holdings

U.S. stock60.40%
International stock30.30%
Fixed income5.28%
Cash3.32%
Other0.71%
Top 5 Sectors
Portfolio weighting
Financial service 17.81%
Industrial materials 14.56%
Consumer goods 12.68%
Energy 10.95%
Healthcare 10.25%
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income Fund Class F9.67%
FFIGX Fidelity® Series International Growth Fund F9.08%
FFVNX Fidelity® Series International Value Fund Class F8.98%
FFGSX Fidelity® Series Growth Company Fund Class F8.35%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.99%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.44%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.38%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.46%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.77%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F5.04%

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