Fidelity Freedom K® 2035 (FKTHX)

16.14
Net Asset Value
-1.10%
1 Day
+3.40%
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+1.04% 3 years+14.75%
3 months+2.97% 5 years+12.10%
1 year+11.17% Since inception+13.45%
Data through --

Peer Comparisonvs. Target date 2031-2035

 FKTHXCategory
Performance 5-yr return+12.10%+9.79%
Expense ratio0.66%0.97%
Risk 5 year sharpe ratio0.820.82
Net assets$10.2B$1.7B
Average market cap$31.8B$35.0B
Average P/E18.818.6
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. stock60.61%
International stock29.48%
Fixed income5.87%
Cash3.36%
Other0.68%
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 F9.68%
FFIGX Fidelity® Series International Growth Fund F8.99%
FFVNX Fidelity® Series International Value Fund Class F8.85%
FFGSX Fidelity® Series Growth Company Fund Class F8.50%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.64%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.42%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.37%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.43%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.88%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.93%

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