Fidelity Freedom K® 2005 (FFKVX)

13.22
Net Asset Value
+0.23%
1 Day
+1.93%
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-0.38% 3 years+5.81%
3 months+1.64% 5 years+6.29%
1 year+5.72% Since inception+8.91%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+6.29%+6.83%
Expense ratio0.50%0.92%
Risk 5 year sharpe ratio1.081.04
Net assets$459.0M$921.2M
Average market cap$30.9B$36.0B
Average P/E18.218.0
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 income47.96%
U.S. stock26.65%
Cash12.88%
International stock12.06%
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 F35.99%
FSBFX Fidelity® Short-Term Bond Fund Class F6.50%
FRLLX Fidelity® Series Equity-Income Fund Class F4.12%
FSHFX Fidelity® Series High Income Fund Class F3.87%
FFGSX Fidelity® Series Growth Company Fund Class F3.87%
FFIGX Fidelity® Series International Growth Fund F3.56%
FFVNX Fidelity® Series International Value Fund Class F3.50%
FEMFX Fidelity® Series Emerging Markets Fund Class F3.23%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.22%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.17%

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