Fidelity Freedom K® 2025 (FKTWX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2021-2025
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month-3.87% 3 years+10.96%
3 months-3.43% 5 years+8.62%
1 year+4.43% Since inception+12.49%
Data through --

Peer Comparisonvs. Target date 2021-2025

Performance 5-yr return+8.62%+9.63%
Expense ratio0.61%0.96%
Risk 5 year sharpe ratio0.920.92
Net assets$12.3B$2.1B
Average market cap$30.9B$35.9B
Average P/E18.118.0
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--


U.S. stock47.80%
Fixed income24.14%
International stock23.38%
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 F17.57%
FRLLX Fidelity® Series Equity-Income F7.71%
FFIGX Fidelity® Series International Growth F7.34%
FFVNX Fidelity® Series International Value F7.33%
FFGSX Fidelity® Series Growth Company F6.28%
FSFFX Fidelity® Series All-Sector Equity F6.00%
FTBTX Fidelity® Series Growth & Income F5.95%
FSHFX Fidelity® Series High Income F5.50%
FEMFX Fidelity® Series Emerging Markets F5.29%
FSBEX Fidelity® Series Blue Chip Growth F5.21%

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