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Fidelity Freedom K® 2025 Fund (FKTWX)

15.56
Net Asset Value
+0.06%
1 Day
+6.65%
Year-to-Date
Overall Morningstar Rating
Target-date 2025
Style or Category
No Load
Sales Expenses
0.61%
Expense Ratio
Above 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 2025)).

Performance

1 month+1.90% 3 years+6.38%
3 months+3.87% 5 years+8.09%
1 year+12.28% Since inception+10.27%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+8.09%+6.77%
Expense ratio0.61%0.84%
Risk 5 year sharpe ratio0.980.94
Net assets$14.6B$2.5B
Average market cap$32.1B$37.8B
Average P/E18.619.5
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock41.67%
Fixed income24.41%
International stock24.37%
Cash9.02%
Other0.52%
Top 5 Sectors
Portfolio weighting
Financial service 18.34%
Industrial materials 14.44%
Consumer goods 12.55%
Energy 10.87%
Healthcare 10.23%
Top 10 Holdings
Portfolio weighting
FIBFX Fidelity® Series Investment Grade Bond Fund Class F20.07%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.41%
FRLLX Fidelity® Series Equity-Income Fund Class F7.26%
FFIGX Fidelity® Series International Growth Fund F6.82%
FFVNX Fidelity® Series International Value Fund Class F6.72%
FFGSX Fidelity® Series Growth Company Fund Class F5.97%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.22%
FTBTX Fidelity® Series Growth & Income Fund Class F5.13%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.43%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F3.35%