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Fidelity Freedom K® 2005 (FFKVX)

13.05
Net Asset Value
+0.23%
1 Day
+0.62%
Year-to-Date
Overall Morningstar Rating
Target date 2000-2010
Style or Category
No Load
Sales Expenses
0.49%
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+0.54% 3 years+6.03%
3 months-0.35% 5 years+6.45%
1 year+3.92% Since inception+8.31%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.45%+7.42%
Expense ratio0.49%0.88%
Risk 5 year sharpe ratio1.201.14
Net assets$456.3M$877.8M
Average market cap$31.6B$36.4B
Average P/E18.718.7
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income45.51%
U.S. stock26.39%
Cash14.63%
International stock13.16%
Other0.31%
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 F36.13%
FYCTX Fidelity® Series Short-Term Credit Fund Class F4.53%
FRLLX Fidelity® Series Equity-Income Fund Class F4.19%
FEMFX Fidelity® Series Emerging Markets Fund Class F4.16%
FFGSX Fidelity® Series Growth Company Fund Class F3.84%
FFIGX Fidelity® Series International Growth Fund F3.59%
FFVNX Fidelity® Series International Value Fund Class F3.53%
FSHFX Fidelity® Series High Income Fund Class F3.27%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.22%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.17%