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Fidelity Freedom K® 2005 Fund (FFKVX)

11.78
Net Asset Value
-0.51%
1 Day
-4.85%
Year-to-Date
Overall Morningstar Rating
Target date 2000-2010
Style or Category
No Load
Sales Expenses
0.49%
Expense Ratio
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-2.24% 3 years+1.83%
3 months-5.65% 5 years+2.83%
1 year-5.81% Since inception+6.84%
Data through --

Peer Comparisonvs. Target date 2000-2010

 FFKVXCategory
Performance 5-yr return+2.83%+4.68%
Expense ratio0.49%0.81%
Risk 5 year sharpe ratio0.650.68
Net assets$401.4M$827.4M
Average market cap$30.8B$36.2B
Average P/E17.717.4
Portfolio turnover34%34%

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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 income44.72%
U.S. stock25.81%
Cash16.79%
International stock12.39%
Other0.28%
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 F35.29%
FEMFX Fidelity® Series Emerging Markets Fund Class F4.69%
FYCTX Fidelity® Series Short-Term Credit Fund Class F4.33%
FRLLX Fidelity® Series Equity-Income Fund Class F4.10%
FFGSX Fidelity® Series Growth Company Fund Class F4.00%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.25%
FFIGX Fidelity® Series International Growth Fund F3.14%
FFVNX Fidelity® Series International Value Fund Class F3.14%
FSFFX Fidelity® Series All-Sector Equity Fund Class F3.12%
FTBTX Fidelity® Series Growth &, Income Fund Class F3.10%

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