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Fidelity Freedom K® 2005 Fund (FFKVX)

12.62
Net Asset Value
-1.74%
1 Day
+1.94%
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+0.56% 3 years+4.62%
3 months+2.02% 5 years+4.23%
1 year+1.27% Since inception+7.28%
Data through --

Peer Comparisonvs. Target-date 2000-2010

 FFKVXCategory
Performance 5-yr return+4.23%+4.39%
Expense ratio0.49%0.81%
Risk 5 year sharpe ratio0.690.69
Net assets$421.5M$891.1M
Average market cap$28.8B$35.9B
Average P/E17.317.8
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income45.26%
U.S. stock24.80%
Cash15.94%
International stock13.54%
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 F33.85%
FYCTX Fidelity® Series Short-Term Credit Fund Class F6.18%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.66%
FRLLX Fidelity® Series Equity-Income Fund Class F3.93%
FFGSX Fidelity® Series Growth Company Fund Class F3.67%
FFVNX Fidelity® Series International Value Fund Class F3.37%
FFIGX Fidelity® Series International Growth Fund F3.36%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.26%
FSHFX Fidelity® Series High Income Fund Class F3.02%
FTBTX Fidelity® Series Growth & Income Fund Class F3.00%

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