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Fidelity Freedom K® 2015 Fund (FKVFX)

13.35
Net Asset Value
+0.23%
1 Day
+1.37%
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+1.23% 3 years+4.44%
3 months+1.91% 5 years+6.61%
1 year+15.41% Since inception+8.41%
Data through --

Peer Comparisonvs. Target-date 2015

 FKVFXCategory
Performance 5-yr return+6.61%+6.53%
Expense ratio0.56%0.79%
Risk 5 year sharpe ratio1.071.07
Net assets$5.2B$1.4B
Average market cap$30.8B$38.1B
Average P/E18.119.1
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. stock34.86%
Fixed income33.59%
International stock19.56%
Cash11.49%
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 F25.64%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.23%
FRLLX Fidelity® Series Equity-Income Fund Class F6.08%
FFVNX Fidelity® Series International Value Fund Class F5.39%
FFIGX Fidelity® Series International Growth Fund F5.15%
FFGSX Fidelity® Series Growth Company Fund Class F5.11%
FTBTX Fidelity® Series Growth & Income Fund Class F4.61%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.91%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.79%
FYCTX Fidelity® Series Short-Term Credit Fund Class F3.19%