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Fidelity Freedom K® 2015 Fund (FKVFX)

11.89
Net Asset Value
-0.75%
1 Day
-7.11%
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-3.00% 3 years+2.38%
3 months-7.62% 5 years+3.57%
1 year-7.57% Since inception+7.94%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+3.57%+5.04%
Expense ratio0.55%0.84%
Risk 5 year sharpe ratio0.620.64
Net assets$5.4B$1.3B
Average market cap$31.2B$35.0B
Average P/E17.717.6
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. stock37.28%
Fixed income35.29%
International stock18.09%
Cash9.05%
Other0.30%
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 F29.38%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.06%
FRLLX Fidelity® Series Equity-Income Fund Class F5.92%
FFGSX Fidelity® Series Growth Company Fund Class F5.75%
FFIGX Fidelity® Series International Growth Fund F5.02%
FFVNX Fidelity® Series International Value Fund Class F5.00%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.50%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.49%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.81%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.19%

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