Fidelity Freedom K® 2015 (FKVFX)

13.99
Net Asset Value
+0.58%
1 Day
+2.87%
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 month0.00% 3 years+7.87%
3 months+2.49% 5 years+7.75%
1 year+7.44% Since inception+10.55%
Data through --

Peer Comparisonvs. Target date 2011-2015

 FKVFXCategory
Performance 5-yr return+7.75%+7.40%
Expense ratio0.55%0.93%
Risk 5 year sharpe ratio1.071.04
Net assets$6.8B$1.4B
Average market cap$30.9B$35.4B
Average P/E18.218.1
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. stock38.31%
Fixed income36.71%
International stock18.05%
Cash6.39%
Other0.54%
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 F29.10%
FRLLX Fidelity® Series Equity-Income Fund Class F5.95%
FFGSX Fidelity® Series Growth Company Fund Class F5.61%
FFIGX Fidelity® Series International Growth Fund F5.46%
FFVNX Fidelity® Series International Value Fund Class F5.40%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.68%
FEMFX Fidelity® Series Emerging Markets Fund Class F4.68%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.66%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.16%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F3.99%

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