Fidelity Freedom K® 2005 (FFKVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2000-2010
Style or Category
No Load
Sales Expenses
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).


1 month-1.82% 3 years+6.83%
3 months-1.59% 5 years+6.22%
1 year+3.80% Since inception+8.90%
Data through --

Peer Comparisonvs. Target date 2000-2010

Performance 5-yr return+6.22%+7.31%
Expense ratio0.50%0.91%
Risk 5 year sharpe ratio1.041.02
Net assets$469.8M$932.0M
Average market cap$30.8B$35.6B
Average P/E18.118.2
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--


Fixed income45.83%
U.S. stock26.63%
International stock12.99%
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 F31.21%
FSBFX Fidelity® Short-Term Bond F8.33%
FSHFX Fidelity® Series High Income F4.70%
FRLLX Fidelity® Series Equity-Income F4.23%
FFIGX Fidelity® Series International Growth F4.08%
FFVNX Fidelity® Series International Value F4.07%
FFGSX Fidelity® Series Growth Company F3.51%
FTBTX Fidelity® Series Growth & Income F3.34%
FSFFX Fidelity® Series All-Sector Equity F3.28%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F2.92%

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