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Fidelity Freedom K® 2005 (FFKVX)

12.68
Net Asset Value
-0.31%
1 Day
-2.24%
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-2.84% 3 years+4.63%
3 months-3.43% 5 years+6.21%
1 year-0.70% Since inception+8.29%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.21%+7.42%
Expense ratio0.49%0.88%
Risk 5 year sharpe ratio1.131.05
Net assets$446.6M$863.9M
Average market cap$31.4B$36.4B
Average P/E18.418.4
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 income47.05%
U.S. stock26.58%
Cash13.28%
International stock12.78%
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 F36.36%
FYCTX Fidelity® Series Short-Term Credit Fund Class F4.62%
FRLLX Fidelity® Series Equity-Income Fund Class F4.14%
FFGSX Fidelity® Series Growth Company Fund Class F3.91%
FEMFX Fidelity® Series Emerging Markets Fund Class F3.89%
FFIGX Fidelity® Series International Growth Fund F3.51%
FFVNX Fidelity® Series International Value Fund Class F3.51%
FSHFX Fidelity® Series High Income Fund Class F3.20%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.20%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.18%

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