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Fidelity Freedom K® 2005 Fund (FFKVX)

13.36
Net Asset Value
+0.15%
1 Day
+5.45%
Year-to-Date
Overall Morningstar Rating
Target-date 2000-2010
Style or Category
No Load
Sales Expenses
0.44%
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-0.07% 3 years+4.24%
3 months+1.60% 5 years+5.39%
1 year+6.48% Since inception+7.49%
Data through --

Peer Comparisonvs. Target-date 2000-2010

 FFKVXCategory
Performance 5-yr return+5.39%+5.88%
Expense ratio0.44%0.72%
Risk 5 year sharpe ratio1.271.18
Net assets$413.1M$666.9M
Average market cap$32.0B$38.0B
Average P/E19.619.9
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income43.31%
Cash20.78%
U.S. stock20.25%
International stock15.30%
Other0.38%
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 F33.78%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.60%
FYCTX Fidelity® Series Short-Term Credit Fund Class F5.19%
FFIGX Fidelity® Series International Growth Fund F4.00%
FFVNX Fidelity® Series International Value Fund Class F3.98%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.37%
FTBTX Fidelity® Series Growth & Income Fund Class F3.37%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F3.23%
FFGSX Fidelity® Series Growth Company Fund Class F2.96%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F2.54%