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Fidelity Freedom K® 2025 Fund (FKTWX)

14.35
Net Asset Value
-0.28%
1 Day
+1.77%
Year-to-Date
Overall Morningstar Rating
Target date 2021-2025
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+1.63% 3 years+5.52%
3 months+6.38% 5 years+5.13%
1 year-2.96% Since inception+9.95%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+5.13%+5.50%
Expense ratio0.60%0.88%
Risk 5 year sharpe ratio0.600.62
Net assets$12.8B$2.1B
Average market cap$29.3B$36.4B
Average P/E17.117.1
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. stock45.24%
Fixed income24.36%
International stock23.06%
Cash6.97%
Other0.36%
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 F19.84%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.38%
FRLLX Fidelity® Series Equity-Income Fund Class F7.16%
FFIGX Fidelity® Series International Growth Fund F6.68%
FFVNX Fidelity® Series International Value Fund Class F6.57%
FFGSX Fidelity® Series Growth Company Fund Class F6.55%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.50%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.50%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.72%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.95%

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