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Fidelity Freedom K® 2015 Fund (FKVFX)

13.87
Net Asset Value
+0.73%
1 Day
+5.32%
Year-to-Date
Overall Morningstar Rating
Target-date 2015
Style or Category
No Load
Sales Expenses
0.56%
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 Fidelity  domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom  K Income Fund (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+0.81% 3 years+5.16%
3 months+3.15% 5 years+6.54%
1 year+9.08% Since inception+8.74%
Data through --

Peer Comparisonvs. Target-date 2015

 FKVFXCategory
Performance 5-yr return+6.54%+5.80%
Expense ratio0.56%0.78%
Risk 5 year sharpe ratio1.020.98
Net assets$5.1B$1.5B
Average market cap$31.7B$38.0B
Average P/E18.619.6
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock34.18%
Fixed income32.40%
International stock20.72%
Cash12.23%
Other0.48%
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 F25.65%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.54%
FRLLX Fidelity® Series Equity-Income Fund Class F5.91%
FFIGX Fidelity® Series International Growth Fund F5.63%
FFVNX Fidelity® Series International Value Fund Class F5.57%
FFGSX Fidelity® Series Growth Company Fund Class F4.98%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.24%
FTBTX Fidelity® Series Growth & Income Fund Class F4.18%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.71%
FYCTX Fidelity® Series Short-Term Credit Fund Class F3.20%