Fidelity Freedom K® 2015 (FKVFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2011-2015
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month-2.80% 3 years+8.73%
3 months-2.52% 5 years+7.39%
1 year+4.16% Since inception+10.49%
Data through --

Peer Comparisonvs. Target date 2011-2015

Performance 5-yr return+7.39%+7.81%
Expense ratio0.55%0.94%
Risk 5 year sharpe ratio1.021.00
Net assets$6.9B$1.4B
Average market cap$31.0B$35.2B
Average P/E18.118.1
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--


U.S. stock37.45%
Fixed income35.08%
International stock18.20%
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 F24.66%
FRLLX Fidelity® Series Equity-Income F6.03%
FFIGX Fidelity® Series International Growth F5.75%
FFVNX Fidelity® Series International Value F5.75%
FSHFX Fidelity® Series High Income F5.09%
FFGSX Fidelity® Series Growth Company F4.94%
FSFFX Fidelity® Series All-Sector Equity F4.76%
FTBTX Fidelity® Series Growth & Income F4.63%
FSBEX Fidelity® Series Blue Chip Growth F4.08%
FSBFX Fidelity® Short-Term Bond F4.08%

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