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Fidelity Freedom K® 2015 Fund (FKVFX)

13.02
Net Asset Value
-0.76%
1 Day
+1.72%
Year-to-Date
Overall Morningstar Rating
Target date 2011-2015
Style or Category
No Load
Sales Expenses
0.55%
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 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 2015).

Performance

1 month+1.47% 3 years+4.62%
3 months+7.37% 5 years+4.65%
1 year-1.43% Since inception+8.45%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+4.65%+4.66%
Expense ratio0.55%0.84%
Risk 5 year sharpe ratio0.660.67
Net assets$5.5B$1.3B
Average market cap$29.1B$33.9B
Average P/E17.117.2
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock36.56%
Fixed income35.53%
International stock18.98%
Cash8.58%
Other0.35%
Top 5 Sectors
Portfolio weighting
Financial service 18.82%
Industrial materials 14.36%
Consumer goods 12.46%
Energy 10.81%
Healthcare 10.19%
Top 10 Holdings
Portfolio weighting
FIBFX Fidelity® Series Investment Grade Bond Fund Class F29.47%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.42%
FRLLX Fidelity® Series Equity-Income Fund Class F5.72%
FFGSX Fidelity® Series Growth Company Fund Class F5.47%
FFIGX Fidelity® Series International Growth Fund F5.34%
FFVNX Fidelity® Series International Value Fund Class F5.25%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.42%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.40%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.75%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.28%

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