Fidelity Freedom K® 2025 (FKTWX)

14.91
Net Asset Value
-0.53%
1 Day
+0.34%
Year-to-Date
Overall Morningstar Rating
Target date 2021-2025
Style or Category
No Load
Sales Expenses
0.61%
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 2025).

Performance

1 month-0.33% 3 years+10.23%
3 months+2.68% 5 years+9.53%
1 year+8.84% Since inception+12.27%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+9.53%+9.09%
Expense ratio0.61%0.94%
Risk 5 year sharpe ratio0.890.89
Net assets$12.6B$2.1B
Average market cap$31.8B$36.2B
Average P/E18.317.9
Portfolio turnover44%44%

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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. stock48.60%
Fixed income23.49%
International stock22.63%
Cash4.71%
Other0.57%
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 F18.51%
FRLLX Fidelity® Series Equity-Income F7.73%
FFIGX Fidelity® Series International Growth F6.83%
FFVNX Fidelity® Series International Value F6.73%
FFGSX Fidelity® Series Growth Company F6.38%
FSFFX Fidelity® Series All-Sector Equity F5.98%
FTBTX Fidelity® Series Growth & Income F5.95%
FEMFX Fidelity® Series Emerging Markets F5.76%
FSBEX Fidelity® Series Blue Chip Growth F5.27%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F5.19%

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