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Fidelity Freedom K® 2015 (FKVFX)

13.74
Net Asset Value
+0.15%
1 Day
+1.03%
Year-to-Date
Overall Morningstar Rating
Target date 2011-2015
Style or Category
No Load
Sales Expenses
0.55%
Expense Ratio
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+0.51% 3 years+7.89%
3 months-0.40% 5 years+8.02%
1 year+3.84% Since inception+9.87%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+8.02%+8.14%
Expense ratio0.55%0.90%
Risk 5 year sharpe ratio1.191.12
Net assets$6.4B$1.4B
Average market cap$31.8B$35.6B
Average P/E18.818.8
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. stock37.53%
Fixed income35.80%
International stock18.79%
Cash7.54%
Other0.35%
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 F30.30%
FRLLX Fidelity® Series Equity-Income Fund Class F5.95%
FFGSX Fidelity® Series Growth Company Fund Class F5.59%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.44%
FFIGX Fidelity® Series International Growth Fund F5.34%
FFVNX Fidelity® Series International Value Fund Class F5.31%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.56%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.51%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.92%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.57%