Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity Freedom K® 2015 Fund (FKVFX)

13.67
Net Asset Value
+0.07%
1 Day
+3.80%
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-0.22% 3 years+4.97%
3 months+3.65% 5 years+6.24%
1 year+10.48% Since inception+8.74%
Data through --

Peer Comparisonvs. Target-date 2015

 FKVFXCategory
Performance 5-yr return+6.24%+6.53%
Expense ratio0.56%0.78%
Risk 5 year sharpe ratio1.021.00
Net assets$5.1B$1.5B
Average market cap$31.2B$39.0B
Average P/E18.419.4
Portfolio turnover18%18%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock34.00%
Fixed income33.52%
International stock20.41%
Cash11.58%
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 Fund Class F25.93%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.43%
FRLLX Fidelity® Series Equity-Income Fund Class F5.85%
FFVNX Fidelity® Series International Value Fund Class F5.64%
FFIGX Fidelity® Series International Growth Fund F5.63%
FFGSX Fidelity® Series Growth Company Fund Class F4.90%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.17%
FTBTX Fidelity® Series Growth & Income Fund Class F4.12%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.66%
FYCTX Fidelity® Series Short-Term Credit Fund Class F3.25%