Fidelity Freedom K® 2005 (FFKVX)

13.23
Net Asset Value
-0.15%
1 Day
+2.00%
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+1.07% 3 years+6.11%
3 months+1.72% 5 years+6.72%
1 year+5.65% Since inception+8.64%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.72%+6.83%
Expense ratio0.50%0.92%
Risk 5 year sharpe ratio1.071.03
Net assets$452.1M$912.1M
Average market cap$31.9B$35.7B
Average P/E18.318.0
Portfolio turnover55%55%

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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

Fixed income47.22%
U.S. stock27.45%
Cash13.03%
International stock11.88%
Other0.42%
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 F34.83%
FSBFX Fidelity® Short-Term Bond Fund Class F6.61%
FRLLX Fidelity® Series Equity-Income Fund Class F4.36%
FSHFX Fidelity® Series High Income Fund Class F3.92%
FFGSX Fidelity® Series Growth Company Fund Class F3.81%
FFIGX Fidelity® Series International Growth Fund F3.53%
FFVNX Fidelity® Series International Value Fund Class F3.48%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.35%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.32%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.06%

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