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Fidelity Freedom K® 2025 Fund (FKTWX)

14.17
Net Asset Value
+0.28%
1 Day
+0.50%
Year-to-Date
Overall Morningstar Rating
Target-date 2025
Style or Category
No Load
Sales Expenses
0.60%
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 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-0.12% 3 years+5.37%
3 months+7.37% 5 years+5.78%
1 year-2.82% Since inception+10.02%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+5.78%+5.50%
Expense ratio0.60%0.88%
Risk 5 year sharpe ratio0.560.58
Net assets$12.9B$2.2B
Average market cap$28.6B$37.5B
Average P/E17.017.6
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. stock45.85%
Fixed income23.76%
International stock22.95%
Cash6.88%
Other0.55%
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 F19.21%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.82%
FRLLX Fidelity® Series Equity-Income Fund Class F7.22%
FFIGX Fidelity® Series International Growth Fund F6.72%
FFVNX Fidelity® Series International Value Fund Class F6.56%
FFGSX Fidelity® Series Growth Company Fund Class F6.56%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.54%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.54%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.71%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.03%

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