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® 2015 Fund (FKVFX)

13.10
Net Asset Value
+0.77%
1 Day
-3.68%
Year-to-Date
Overall Morningstar Rating
Target date 2011-2015
Style or Category
No Load
Sales Expenses
0.55%
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 2015).

Performance

1 month-5.39% 3 years+5.54%
3 months-6.00% 5 years+6.98%
1 year-2.60% Since inception+9.85%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+6.98%+8.14%
Expense ratio0.55%0.90%
Risk 5 year sharpe ratio1.121.04
Net assets$6.2B$1.3B
Average market cap$31.6B$35.6B
Average P/E18.418.5
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 / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock37.86%
Fixed income37.04%
International stock18.57%
Cash6.18%
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 F30.47%
FRLLX Fidelity® Series Equity-Income Fund Class F5.91%
FFGSX Fidelity® Series Growth Company Fund Class F5.59%
FFVNX Fidelity® Series International Value Fund Class F5.32%
FFIGX Fidelity® Series International Growth Fund F5.31%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.26%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.55%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.52%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.89%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.84%

Partner Offers