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Fidelity Freedom K® 2015 Fund (FKVFX)

13.25
Net Asset Value
+0.15%
1 Day
+3.52%
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+2.40% 3 years+5.17%
3 months+2.69% 5 years+5.35%
1 year+1.56% Since inception+8.44%
Data through --

Peer Comparisonvs. Target-date 2015

 FKVFXCategory
Performance 5-yr return+5.35%+4.94%
Expense ratio0.56%0.82%
Risk 5 year sharpe ratio0.710.71
Net assets$5.4B$1.4B
Average market cap$29.4B$35.2B
Average P/E17.718.0
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. stock36.11%
Fixed income33.49%
International stock19.03%
Cash10.87%
Other0.50%
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 F26.68%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.85%
FRLLX Fidelity® Series Equity-Income Fund Class F5.74%
FFGSX Fidelity® Series Growth Company Fund Class F5.29%
FFIGX Fidelity® Series International Growth Fund F5.21%
FFVNX Fidelity® Series International Value Fund Class F5.16%
FTBTX Fidelity® Series Growth & Income Fund Class F4.40%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.30%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.80%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.34%

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