Fidelity Freedom K® 2005 (FFKVX)

13.35
Net Asset Value
+0.15%
1 Day
+2.93%
Year-to-Date
Overall Morningstar Rating
Target date 2000-2010
Style or Category
No Load
Sales Expenses
0.50%
Expense Ratio
Below 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 2005).

Performance

1 month+0.68% 3 years+6.15%
3 months+2.69% 5 years+6.14%
1 year+5.74% Since inception+8.73%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.14%+6.53%
Expense ratio0.50%0.91%
Risk 5 year sharpe ratio0.990.95
Net assets$471.2M$917.2M
Average market cap$32.0B$36.8B
Average P/E18.918.6
Portfolio turnover55%55%

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 income47.85%
U.S. stock27.68%
International stock12.41%
Cash11.63%
Other0.44%
Top 5 Sectors
Portfolio weighting
Financial service 18.90%
Industrial materials 14.36%
Consumer goods 12.41%
Energy 10.78%
Healthcare 10.18%
Top 10 Holdings
Portfolio weighting
FIBFX Fidelity® Series Investment Grade Bond Fund Class F34.93%
FSBFX Fidelity® Short-Term Bond Fund Class F6.35%
FRLLX Fidelity® Series Equity-Income Fund Class F4.25%
FFGSX Fidelity® Series Growth Company Fund Class F4.07%
FSHFX Fidelity® Series High Income Fund Class F3.88%
FFIGX Fidelity® Series International Growth Fund F3.69%
FFVNX Fidelity® Series International Value Fund Class F3.62%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.34%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.33%
FEMFX Fidelity® Series Emerging Markets Fund Class F3.25%

To view my watchlist

Not a member yet?

Sign up now for a free account