Fidelity Freedom K® 2015 (FKVFX)

13.89
Net Asset Value
-0.07%
1 Day
-2.46%
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+0.22% 3 years+7.17%
3 months+3.73% 5 years+10.08%
1 year+10.49% Since inception+11.28%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+10.08%+10.61%
Expense ratio0.55%0.96%
Risk 5 year sharpe ratio--1.29
Net assets$7.3B$1.4B
Average market cap$30.7B$34.6B
Average P/E17.417.8
Portfolio turnover43%43%

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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. stock36.57%
Fixed income35.52%
International stock18.37%
Cash9.05%
Other0.49%
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 F23.93%
FFVNX Fidelity® Series International Value F6.07%
FFIGX Fidelity® Series International Growth F5.97%
FRLLX Fidelity® Series Equity-Income F5.90%
FSHFX Fidelity® Series High Income F5.72%
FSFFX Fidelity® Series All-Sector Equity F4.74%
FFGSX Fidelity® Series Growth Company F4.74%
FTBTX Fidelity® Series Growth & Income F4.55%
FSBFX Fidelity® Short-Term Bond F4.34%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F3.94%

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