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Fidelity Freedom K® 2025 Fund (FKTWX)

14.82
Net Asset Value
-0.47%
1 Day
+5.11%
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+0.07% 3 years+6.00%
3 months+3.49% 5 years+9.55%
1 year+9.87% Since inception+10.22%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+9.55%+5.65%
Expense ratio0.61%0.86%
Risk 5 year sharpe ratio0.870.87
Net assets$13.6B$2.3B
Average market cap$29.8B$39.4B
Average P/E17.918.5
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. stock43.75%
Fixed income24.53%
International stock23.70%
Cash7.47%
Other0.56%
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 F19.80%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.17%
FRLLX Fidelity® Series Equity-Income Fund Class F7.08%
FFIGX Fidelity® Series International Growth Fund F6.63%
FFVNX Fidelity® Series International Value Fund Class F6.57%
FFGSX Fidelity® Series Growth Company Fund Class F6.29%
FTBTX Fidelity® Series Growth & Income Fund Class F5.32%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.14%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.65%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.15%