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Fidelity Freedom K® 2025 (FKTWX)

15.11
Net Asset Value
-0.20%
1 Day
+1.68%
Year-to-Date
Overall Morningstar Rating
Target date 2021-2025
Style or Category
No Load
Sales Expenses
0.60%
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+0.80% 3 years+10.31%
3 months-0.03% 5 years+9.78%
1 year+6.22% Since inception+11.77%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+9.78%+10.46%
Expense ratio0.60%0.92%
Risk 5 year sharpe ratio1.111.09
Net assets$12.9B$2.2B
Average market cap$31.9B$37.1B
Average P/E18.818.5
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock47.05%
International stock23.61%
Fixed income23.44%
Cash5.51%
Other0.39%
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 F19.42%
FRLLX Fidelity® Series Equity-Income Fund Class F7.49%
FFIGX Fidelity® Series International Growth Fund F6.86%
FFVNX Fidelity® Series International Value Fund Class F6.78%
FFGSX Fidelity® Series Growth Company Fund Class F6.76%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.56%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.78%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.71%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.94%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.50%