Fidelity Freedom K® 2025 (FKTWX)

15.02
Net Asset Value
+0.20%
1 Day
+1.08%
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-1.51% 3 years+10.61%
3 months+0.35% 5 years+10.86%
1 year+3.65% Since inception+12.23%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+10.86%+8.77%
Expense ratio0.60%0.93%
Risk 5 year sharpe ratio1.061.06
Net assets$13.3B$2.2B
Average market cap$31.5B$36.9B
Average P/E18.618.6
Portfolio turnover20%20%

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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. stock47.25%
International stock23.71%
Fixed income23.54%
Cash4.87%
Other0.62%
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 F19.12%
FRLLX Fidelity® Series Equity-Income Fund Class F7.53%
FFIGX Fidelity® Series International Growth Fund F6.97%
FFVNX Fidelity® Series International Value Fund Class F6.88%
FFGSX Fidelity® Series Growth Company Fund Class F6.65%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.57%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.82%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.74%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.04%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.54%

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