Fidelity Freedom K® 2035 (FKTHX)

16.09
Net Asset Value
+0.37%
1 Day
-1.77%
Year-to-Date
Overall Morningstar Rating
Target date 2031-2035
Style or Category
No Load
Sales Expenses
0.66%
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 2035).

Performance

1 month+0.06% 3 years+14.98%
3 months+0.12% 5 years+10.31%
1 year+8.65% Since inception+13.80%
Data through --

Peer Comparisonvs. Target date 2031-2035

 FKTHXCategory
Performance 5-yr return+10.31%+10.69%
Expense ratio0.66%0.98%
Risk 5 year sharpe ratio0.880.90
Net assets$9.9B$1.6B
Average market cap$31.1B$34.5B
Average P/E18.318.0
Portfolio turnover50%50%

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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

U.S. stock55.11%
International stock34.58%
Fixed income5.98%
Cash3.68%
Other0.64%
Top 5 Sectors
Portfolio weighting
Financial service 18.04%
Industrial materials 14.47%
Consumer goods 12.63%
Energy 10.93%
Healthcare 10.26%
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income F9.77%
FFIGX Fidelity® Series International Growth F8.94%
FFVNX Fidelity® Series International Value F8.72%
FFGSX Fidelity® Series Growth Company F7.96%
FSFFX Fidelity® Series All-Sector Equity F7.58%
FTBTX Fidelity® Series Growth & Income F7.56%
FEMFX Fidelity® Series Emerging Markets F6.75%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F6.63%
FSBEX Fidelity® Series Blue Chip Growth F6.62%
FWWEX Fidelity® Series Opportunistic InsightsF4.94%

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