Fidelity Freedom K® 2005 (FFKVX)

13.05
Net Asset Value
-0.31%
1 Day
+0.62%
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+0.64% 3 years+6.51%
3 months+2.10% 5 years+6.74%
1 year+6.25% Since inception+8.73%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.74%+6.83%
Expense ratio0.50%0.91%
Risk 5 year sharpe ratio1.000.97
Net assets$461.7M$942.5M
Average market cap$31.8B$36.3B
Average P/E18.318.1
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 income46.32%
U.S. stock27.61%
Cash13.40%
International stock12.26%
Other0.42%
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 F34.33%
FSBFX Fidelity® Short-Term Bond F6.23%
FRLLX Fidelity® Series Equity-Income F4.35%
FSHFX Fidelity® Series High Income F4.08%
FFGSX Fidelity® Series Growth Company F3.73%
FFIGX Fidelity® Series International Growth F3.61%
FFVNX Fidelity® Series International Value F3.60%
FSFFX Fidelity® Series All-Sector Equity F3.37%
FTBTX Fidelity® Series Growth & Income F3.36%
FEMFX Fidelity® Series Emerging Markets F3.15%

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