Fidelity Freedom K® 2050 (FFKHX)

16.92
Net Asset Value
-0.24%
1 Day
+4.64%
Year-to-Date
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
0.65%
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+1.01% 3 years+15.30%
3 months+2.94% 5 years+12.47%
1 year+11.13% Since inception+13.84%
Data through --

Peer Comparisonvs. Target date 2046-2050

 FFKHXCategory
Performance 5-yr return+12.47%+9.81%
Expense ratio0.65%1.03%
Risk 5 year sharpe ratio0.780.81
Net assets$4.9B$657.9M
Average market cap$31.7B$31.9B
Average P/E18.818.8
Portfolio turnover48%48%

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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. stock60.60%
International stock29.49%
Fixed income5.86%
Cash3.37%
Other0.68%
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 F9.64%
FFIGX Fidelity® Series International Growth Fund F8.99%
FFVNX Fidelity® Series International Value Fund Class F8.86%
FFGSX Fidelity® Series Growth Company Fund Class F8.40%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.63%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.43%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.37%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.46%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.82%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.94%

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