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Fidelity Freedom K® 2025 Fund (FKTWX)

14.04
Net Asset Value
+1.30%
1 Day
-0.43%
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-0.92% 3 years+6.11%
3 months+1.42% 5 years+5.90%
1 year-1.46% Since inception+10.01%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+5.90%+5.50%
Expense ratio0.61%0.89%
Risk 5 year sharpe ratio0.610.62
Net assets$13.1B$2.3B
Average market cap$29.7B$37.6B
Average P/E17.517.6
Portfolio turnover19%19%

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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. stock44.57%
Fixed income24.67%
International stock23.12%
Cash7.09%
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 F19.74%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.94%
FRLLX Fidelity® Series Equity-Income Fund Class F7.15%
FFVNX Fidelity® Series International Value Fund Class F6.56%
FFIGX Fidelity® Series International Growth Fund F6.54%
FFGSX Fidelity® Series Growth Company Fund Class F6.43%
FTBTX Fidelity® Series Growth & Income Fund Class F5.48%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.27%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.74%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.07%

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