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)

15.71
Net Asset Value
+0.58%
1 Day
+7.68%
Year-to-Date
Overall Morningstar Rating
Target-date 2025
Style or Category
No Load
Sales Expenses
0.62%
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+0.83% 3 years+5.73%
3 months+4.09% 5 years+9.47%
1 year+17.30% Since inception+10.46%
Data through --

Peer Comparisonvs. Target-date 2025

 FKTWXCategory
Performance 5-yr return+9.47%+6.77%
Expense ratio0.62%0.83%
Risk 5 year sharpe ratio1.291.24
Net assets$14.9B$2.6B
Average market cap$33.1B$36.4B
Average P/E19.719.2
Portfolio turnover22%22%

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 / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock40.67%
International stock24.56%
Fixed income23.99%
Cash10.30%
Other0.50%
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 F20.59%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.23%
FRLLX Fidelity® Series Equity-Income Fund Class F6.99%
FFIGX Fidelity® Series International Growth Fund F6.99%
FFVNX Fidelity® Series International Value Fund Class F6.92%
FFGSX Fidelity® Series Growth Company Fund Class F5.86%
FTBTX Fidelity® Series Growth & Income Fund Class F4.95%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.93%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.60%
FWWEX Fidelity® Series Opportunistic Insights Fund Class F3.29%