Fidelity Freedom K® 2035 (FKTHX)

16.07
Net Asset Value
+0.31%
1 Day
+2.95%
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-0.99% 3 years+10.68%
3 months+1.94% 5 years+9.82%
1 year+9.13% Since inception+13.72%
Data through --

Peer Comparisonvs. Target date 2031-2035

 FKTHXCategory
Performance 5-yr return+9.82%+10.11%
Expense ratio0.66%0.98%
Risk 5 year sharpe ratio0.910.92
Net assets$10.2B$1.6B
Average market cap$31.1B$34.3B
Average P/E18.217.9
Portfolio turnover50%50%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock60.72%
International stock28.88%
Fixed income6.21%
Cash3.45%
Other0.73%
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 Fund Class F9.53%
FFIGX Fidelity® Series International Growth Fund F8.92%
FFVNX Fidelity® Series International Value Fund Class F8.78%
FFGSX Fidelity® Series Growth Company Fund Class F8.23%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.43%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.30%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.19%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F6.55%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.39%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F4.92%

To view my watchlist

Not a member yet?

Sign up now for a free account