Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity Freedom K® 2005 Fund (FFKVX)

13.02
Net Asset Value
+0.23%
1 Day
+5.17%
Year-to-Date
Overall Morningstar Rating
Target-date 2000-2010
Style or Category
No Load
Sales Expenses
0.49%
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 Fidelity  domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom  K Income Fund (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+0.70% 3 years+4.57%
3 months+4.49% 5 years+6.20%
1 year+9.20% Since inception+7.47%
Data through --

Peer Comparisonvs. Target-date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.20%+4.69%
Expense ratio0.49%0.77%
Risk 5 year sharpe ratio0.950.95
Net assets$435.4M$885.8M
Average market cap$29.1B$37.0B
Average P/E17.718.4
Portfolio turnover27%27%

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 / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income44.67%
U.S. stock24.16%
Cash16.68%
International stock14.05%
Other0.45%
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 F33.65%
FYCTX Fidelity® Series Short-Term Credit Fund Class F6.33%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.83%
FRLLX Fidelity® Series Equity-Income Fund Class F3.89%
FFIGX Fidelity® Series International Growth Fund F3.49%
FFGSX Fidelity® Series Growth Company Fund Class F3.46%
FFVNX Fidelity® Series International Value Fund Class F3.46%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.26%
FTBTX Fidelity® Series Growth & Income Fund Class F2.92%
FSHFX Fidelity® Series High Income Fund Class F2.90%