Fidelity Freedom K® 2005 (FFKVX)

13.13
Net Asset Value
-0.23%
1 Day
+1.23%
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-0.12% 3 years+7.13%
3 months+0.71% 5 years+7.03%
1 year+4.56% Since inception+8.73%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+7.03%+6.53%
Expense ratio0.50%0.91%
Risk 5 year sharpe ratio0.980.95
Net assets$472.3M$914.0M
Average market cap$31.5B$36.4B
Average P/E18.718.7
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 income49.39%
U.S. stock26.37%
International stock12.54%
Cash11.26%
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 F36.44%
FYCTX Fidelity® Series Short-Term Credit Fund Class F6.16%
FRLLX Fidelity® Series Equity-Income Fund Class F4.21%
FEMFX Fidelity® Series Emerging Markets Fund Class F3.82%
FFGSX Fidelity® Series Growth Company Fund Class F3.66%
FSHFX Fidelity® Series High Income Fund Class F3.59%
FFIGX Fidelity® Series International Growth Fund F3.55%
FFVNX Fidelity® Series International Value Fund Class F3.48%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.22%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.21%

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