Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity Freedom K® 2025 Fund (FKTWX)

12.99
Net Asset Value
+1.17%
1 Day
-7.87%
Year-to-Date
Overall Morningstar Rating
Target date 2021-2025
Style or Category
No Load
Sales Expenses
0.60%
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-3.78% 3 years+3.13%
3 months-8.29% 5 years+3.94%
1 year-9.77% Since inception+9.39%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+3.94%+6.17%
Expense ratio0.60%0.89%
Risk 5 year sharpe ratio0.570.60
Net assets$12.0B$2.0B
Average market cap$31.4B$36.9B
Average P/E17.817.6
Portfolio turnover20%20%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock46.04%
Fixed income24.10%
International stock22.24%
Cash7.31%
Other0.31%
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 F19.62%
FRLLX Fidelity® Series Equity-Income Fund Class F7.33%
FFGSX Fidelity® Series Growth Company Fund Class F6.95%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.92%
FFIGX Fidelity® Series International Growth Fund F6.44%
FFVNX Fidelity® Series International Value Fund Class F6.42%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.59%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.58%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.74%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.94%

Partner Offers