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)

12.54
Net Asset Value
+0.08%
1 Day
+1.29%
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 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-0.07% 3 years+3.62%
3 months+5.05% 5 years+3.98%
1 year-0.82% Since inception+7.32%
Data through --

Peer Comparisonvs. Target-date 2000-2010

 FFKVXCategory
Performance 5-yr return+3.98%+4.39%
Expense ratio0.49%0.80%
Risk 5 year sharpe ratio0.650.66
Net assets$406.4M$889.9M
Average market cap$27.9B$36.0B
Average P/E16.817.7
Portfolio turnover34%34%

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 / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income45.32%
U.S. stock25.80%
Cash15.01%
International stock13.43%
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 F34.88%
FYCTX Fidelity® Series Short-Term Credit Fund Class F5.50%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.40%
FRLLX Fidelity® Series Equity-Income Fund Class F4.02%
FFGSX Fidelity® Series Growth Company Fund Class F3.78%
FFIGX Fidelity® Series International Growth Fund F3.57%
FFVNX Fidelity® Series International Value Fund Class F3.49%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.31%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.08%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.08%

Partner Offers