Fidelity Advisor Freedom 2055 Fund - Class K6 (FBGLX)
Fund Assets | 1.26B |
Expense Ratio | 0.46% |
Min. Investment | $0.00 |
Turnover | 25.00% |
Dividend (ttm) | 0.85 |
Dividend Yield | 5.27% |
Dividend Growth | 270.43% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 16.17 |
YTD Return | 11.90% |
1-Year Return | 15.76% |
5-Year Return | 84.27% |
52-Week Low | 13.67 |
52-Week High | 16.26 |
Beta (5Y) | n/a |
Holdings | 45 |
Inception Date | Jun 6, 2017 |
About FBGLX
Fidelity Advisor Freedom 2055 Fund Class K6 is a target-date mutual fund designed for investors anticipating retirement around the year 2055. The fund’s primary goal is to achieve high total return, gradually shifting toward principal preservation as it nears and surpasses its target date. It employs a diversified investment approach by allocating assets among a mix of underlying Fidelity funds, including domestic and international equities, fixed income, and short-term instruments. This allocation automatically adjusts over time: the portfolio is growth-oriented in its early years, then reallocates toward more conservative holdings as the target date approaches, aligning with investors’ evolving risk profiles. The fund’s structure leverages Fidelity’s robust research and asset-allocation expertise, and the underlying funds are managed exclusively for this series to optimize diversification and performance. It maintains a moderate expense ratio and is tailored for institutional investors. By blending sectors and geographies, Fidelity Advisor Freedom 2055 Fund Class K6 plays a significant role in the retirement planning market, offering a professionally managed, all-in-one portfolio solution that evolves throughout an investor’s working life and into retirement.
Performance
FBGLX had a total return of 15.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.21%.
Top 10 Holdings
76.72% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Stock Fund | FGLGX | 10.65% |
Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.73% |
Fidelity Series International Value Fund | FINVX | 8.17% |
Fidelity Advisor Series Equity Growth Fund | FMFMX | 7.94% |
Fidelity Series Overseas Fund | FSOSX | 7.81% |
Fidelity Series International Growth Fund | FIGSX | 7.64% |
Fidelity Series Opportunistic Insights Fund | FVWSX | 6.89% |
Fidelity Series Value Discovery Fund | FNKLX | 6.24% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 6.08% |
Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 5.56% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.609 | May 12, 2025 |
Dec 30, 2024 | $0.243 | Dec 31, 2024 |
May 10, 2024 | $0.025 | May 13, 2024 |
Dec 28, 2023 | $0.205 | Dec 29, 2023 |
May 12, 2023 | $0.064 | May 15, 2023 |
Dec 29, 2022 | $0.274 | Dec 30, 2022 |