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Fidelity Freedom K® 2025 Fund (FKTWX)

14.65
Net Asset Value
+0.07%
1 Day
+3.90%
Year-to-Date
Overall Morningstar Rating
Target-date 2025
Style or Category
No Load
Sales Expenses
0.61%
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 Fidelity  domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom  K Income Fund (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+1.31% 3 years+4.50%
3 months-1.01% 5 years+8.10%
1 year+4.21% Since inception+9.86%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+8.10%+9.10%
Expense ratio0.61%0.86%
Risk 5 year sharpe ratio0.970.96
Net assets$13.6B$2.4B
Average market cap$30.6B$39.4B
Average P/E18.718.8
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock42.15%
Fixed income25.65%
International stock24.34%
Cash7.34%
Other0.55%
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 F20.14%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.41%
FRLLX Fidelity® Series Equity-Income Fund Class F7.10%
FFVNX Fidelity® Series International Value Fund Class F6.83%
FFIGX Fidelity® Series International Growth Fund F6.78%
FFGSX Fidelity® Series Growth Company Fund Class F6.19%
FTBTX Fidelity® Series Growth & Income Fund Class F5.37%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.72%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.22%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.65%