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Fidelity Freedom K® 2015 Fund (FKVFX)

13.83
Net Asset Value
+0.14%
1 Day
+5.01%
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+1.42% 3 years+5.54%
3 months+3.28% 5 years+7.72%
1 year+12.12% Since inception+8.81%
Data through --

Peer Comparisonvs. Target-date 2015

 FKVFXCategory
Performance 5-yr return+7.72%+5.80%
Expense ratio0.56%0.78%
Risk 5 year sharpe ratio1.051.01
Net assets$5.0B$1.4B
Average market cap$32.8B$38.6B
Average P/E19.620.0
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. stock33.38%
Fixed income31.74%
International stock20.12%
Cash14.30%
Other0.46%
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 F26.36%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.34%
FRLLX Fidelity® Series Equity-Income Fund Class F5.69%
FFVNX Fidelity® Series International Value Fund Class F5.58%
FFIGX Fidelity® Series International Growth Fund F5.56%
FFGSX Fidelity® Series Growth Company Fund Class F4.87%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.05%
FTBTX Fidelity® Series Growth & Income Fund Class F4.02%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.66%
FYCTX Fidelity® Series Short-Term Credit Fund Class F2.87%