Fidelity Freedom K® 2025 (FKTWX)

15.66
Net Asset Value
+0.19%
1 Day
+5.38%
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+1.56% 3 years+11.06%
3 months+4.82% 5 years+8.80%
1 year+9.95% Since inception+12.24%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+8.80%+8.77%
Expense ratio0.61%0.94%
Risk 5 year sharpe ratio0.880.88
Net assets$13.0B$2.2B
Average market cap$32.1B$36.3B
Average P/E18.918.5
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. stock48.44%
Fixed income23.97%
International stock22.63%
Cash4.36%
Other0.59%
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 F18.43%
FRLLX Fidelity® Series Equity-Income Fund Class F7.53%
FFIGX Fidelity® Series International Growth Fund F6.93%
FFVNX Fidelity® Series International Value Fund Class F6.73%
FFGSX Fidelity® Series Growth Company Fund Class F6.66%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.92%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.88%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.77%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.26%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.06%

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