Fidelity Freedom K® 2015 (FKVFX)

13.69
Net Asset Value
-0.07%
1 Day
+0.66%
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+0.35% 3 years+8.45%
3 months+2.62% 5 years+8.07%
1 year+5.87% Since inception+10.31%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+8.07%+7.40%
Expense ratio0.55%0.93%
Risk 5 year sharpe ratio0.990.97
Net assets$6.9B$1.4B
Average market cap$32.0B$35.7B
Average P/E18.318.1
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--

Holdings

U.S. stock38.58%
Fixed income35.84%
International stock17.76%
Cash7.32%
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 F28.59%
FRLLX Fidelity® Series Equity-Income F6.13%
FFVNX Fidelity® Series International Value F5.36%
FFIGX Fidelity® Series International Growth F5.34%
FFGSX Fidelity® Series Growth Company F5.15%
FSFFX Fidelity® Series All-Sector Equity F4.75%
FTBTX Fidelity® Series Growth & Income F4.73%
FEMFX Fidelity® Series Emerging Markets F4.43%
FSBEX Fidelity® Series Blue Chip Growth F4.19%
FSHFX Fidelity® Series High Income F4.13%

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