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Fidelity Freedom K® 2025 Fund (FKTWX)

15.77
Net Asset Value
0.00%
1 Day
+8.09%
Year-to-Date
Overall Morningstar Rating
Target-date 2025
Style or Category
No Load
Sales Expenses
0.57%
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-0.38% 3 years+6.09%
3 months+2.60% 5 years+8.38%
1 year+10.49% Since inception+10.56%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+8.38%+7.89%
Expense ratio0.57%0.81%
Risk 5 year sharpe ratio1.231.19
Net assets$15.1B$2.6B
Average market cap$33.3B$36.9B
Average P/E19.819.2
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock39.17%
International stock25.66%
Fixed income24.82%
Cash9.84%
Other0.51%
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 F20.78%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.06%
FFIGX Fidelity® Series International Growth Fund F7.08%
FFVNX Fidelity® Series International Value Fund Class F7.04%
FTBTX Fidelity® Series Growth & Income Fund Class F6.48%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F6.25%
FFGSX Fidelity® Series Growth Company Fund Class F5.83%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.89%
FRLLX Fidelity® Series Equity-Income Fund Class F3.46%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F3.24%