FKTWX: Fidelity Freedom K® 2025

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FKTWX Fidelity Freedom K® 2025


Profile

FKTWX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 6.0%
  • 5 Yr Annualized Return 8.7%
  • Net Assets $15.2 B
  • Holdings in Top 10 72.5%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.05%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 22.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification

  • Primary Caregory N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2025

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 6.0%
  • 5 Yr Annualized Total Return 8.7%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.74%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Freedom K® 2025 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jul 02, 2009
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States

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Categories

FKTWX - Mutual Fund Categories


Performance

FKTWX - Performance

Return Ranking - Trailing

Period FKTWX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -31.7% 20.1% N/A
1 Yr 12.5% -44.7% 3.9% N/A
3 Yr 6.0%* -18.3% 8.8% N/A
5 Yr 8.7%* -11.8% 8.8% N/A
10 Yr N/A* -6.0% 8.8% N/A

* Annualized

Return Ranking - Calendar

Period FKTWX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -25.1% -0.4% N/A
2018 N/A -36.9% 20.0% N/A
2017 N/A -5.2% 8.1% N/A
2016 N/A -25.3% -0.8% N/A
2015 N/A -49.7% 34.8% N/A

Total Return Ranking - Trailing

Period FKTWX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -31.7% 20.1% N/A
1 Yr 12.5% -43.2% 7.1% N/A
3 Yr 6.0%* -18.3% 11.5% N/A
5 Yr 8.7%* -11.8% 8.8% N/A
10 Yr N/A* -4.1% 11.7% N/A

* Annualized

Total Return Ranking - Calendar

Period FKTWX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -25.1% -0.3% N/A
2018 N/A -36.9% 26.6% N/A
2017 N/A -4.7% 12.3% N/A
2016 N/A -25.3% 3.9% N/A
2015 N/A -47.6% 39.2% N/A

NAV & Total Return History


Holdings

FKTWX - Holdings

Concentration Analysis

FKTWX Category Low Category High FKTWX % Rank
Net Assets 15.2 B 1.23 M 43.6 B N/A
Number of Holdings 28 2 142 N/A
Net Assets in Top 10 10.9 B 1.09 M 41.6 B N/A
Weighting of Top 10 72.50% 17.8% 109.7% N/A

Top 10 Holdings

  1. Fidelity® Series Investment Grade Bond F 20.78%
  2. Fidelity® Series Emerging Markets F 8.19%
  3. Fidelity® Series International Value F 7.10%
  4. Fidelity® Series International Growth F 7.01%
  5. Fidelity® Series Growth & Income F 6.38%
  6. Fidelity® Series Intrinsic Oppos F 6.29%
  7. Fidelity® Series Growth Company F 5.51%
  8. Fidelity® Series Stk Selec Lg Cp Val F 4.79%
  9. Fidelity® Series Equity-Income F 3.37%
  10. Fidelity® Series Opportunistic InsightsF 3.07%

Asset Allocation

Weighting Return Low Return High FKTWX % Rank
Stocks
63.71% 0.08% 97.53% N/A
Bonds
25.17% 1.03% 137.62% N/A
Cash
10.58% -100.79% 28.62% N/A
Preferred Stocks
0.41% 0.00% 7.14% N/A
Other
0.08% -2.19% 24.53% N/A
Convertible Bonds
0.06% 0.00% 3.31% N/A

Stock Sector Breakdown

Weighting Return Low Return High FKTWX % Rank
Financial Services
12.77% 1.51% 18.80% N/A
Technology
12.03% 1.41% 21.15% N/A
Consumer Cyclical
8.20% 0.95% 12.85% N/A
Healthcare
8.03% 1.06% 13.46% N/A
Industrials
5.78% 0.84% 13.93% N/A
Consumer Defense
5.38% 0.83% 16.66% N/A
Energy
3.50% 0.40% 6.45% N/A
Basic Materials
2.64% 0.21% 5.40% N/A
Real Estate
1.92% 0.38% 18.90% N/A
Communication Services
1.75% 0.30% 4.07% N/A
Utilities
1.23% 0.03% 5.43% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FKTWX % Rank
US
37.96% 0.08% 64.42% N/A
Non US
25.75% 0.00% 46.30% N/A

Bond Sector Breakdown

Weighting Return Low Return High FKTWX % Rank
Corporate
11.44% 0.26% 51.60% N/A
Cash & Equivalents
10.64% -120.10% 28.62% N/A
Government
9.36% 0.00% 137.62% N/A
Securitized
4.30% 0.00% 60.24% N/A
Municipal
0.43% 0.00% 3.09% N/A
Derivative
0.00% -4.34% 15.93% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FKTWX % Rank
US
21.89% 0.96% 137.62% N/A
Non US
3.28% 0.00% 22.80% N/A

Expenses

FKTWX - Expenses

Operational Fees

FKTWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.05% 0.00% 5.22% N/A
Management Fee 0.57% 0.00% 0.95% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.40% N/A

Sales Fees

FKTWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

FKTWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 2.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FKTWX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 22.00% 0.00% 106.00% N/A

Distributions

FKTWX - Distributions

Dividend Yield Analysis

FKTWX Category Low Category High FKTWX % Rank
Dividend Yield 0.00% 0.00% 0.04% N/A

Dividend Distribution Analysis

FKTWX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Quarterly Annually

Net Income Ratio Analysis

FKTWX Category Low Category High FKTWX % Rank
Net Income Ratio 1.74% -0.99% 35.20% N/A

Capital Gain Distribution Analysis

FKTWX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

FKTWX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 16.76 6.29 7.5