Fidelity Freedom K® 2025 (FKTWX)

15.37
Net Asset Value
-0.19%
1 Day
+3.43%
Year-to-Date
Overall Morningstar Rating
Target date 2021-2025
Style or Category
No Load
Sales Expenses
0.61%
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+0.58% 3 years+12.44%
3 months+2.35% 5 years+10.82%
1 year+9.16% Since inception+12.29%
Data through --

Peer Comparisonvs. Target date 2021-2025

 FKTWXCategory
Performance 5-yr return+10.82%+8.77%
Expense ratio0.61%0.93%
Risk 5 year sharpe ratio0.880.87
Net assets$13.0B$2.2B
Average market cap$31.8B$36.4B
Average P/E18.818.6
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--

Holdings

U.S. stock47.12%
Fixed income25.03%
International stock23.05%
Cash4.20%
Other0.60%
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 F19.59%
FRLLX Fidelity® Series Equity-Income Fund Class F7.48%
FFIGX Fidelity® Series International Growth Fund F6.87%
FFVNX Fidelity® Series International Value Fund Class F6.75%
FFGSX Fidelity® Series Growth Company Fund Class F6.63%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.37%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.75%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.74%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F5.04%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.55%

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