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Fidelity Freedom K® 2005 Fund (FFKVX)

12.85
Net Asset Value
+0.31%
1 Day
+3.80%
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 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+0.63% 3 years+3.64%
3 months-1.00% 5 years+5.19%
1 year+4.00% Since inception+7.23%
Data through --

Peer Comparisonvs. Target-date 2000-2010

 FFKVXCategory
Performance 5-yr return+5.19%+6.86%
Expense ratio0.49%0.77%
Risk 5 year sharpe ratio1.081.03
Net assets$419.8M$893.7M
Average market cap$29.5B$36.7B
Average P/E18.518.9
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income45.87%
U.S. stock22.79%
Cash16.18%
International stock14.73%
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 F33.24%
FYCTX Fidelity® Series Short-Term Credit Fund Class F6.43%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.03%
FRLLX Fidelity® Series Equity-Income Fund Class F3.87%
FFVNX Fidelity® Series International Value Fund Class F3.74%
FFIGX Fidelity® Series International Growth Fund F3.71%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.41%
FFGSX Fidelity® Series Growth Company Fund Class F3.29%
FTBTX Fidelity® Series Growth & Income Fund Class F2.96%
FSHFX Fidelity® Series High Income Fund Class F2.88%