Fidelity Advisor Freedom 2060 Fund - Class A (FDKPX)
| Fund Assets | 715.48M |
| Expense Ratio | 1.01% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.65 |
| Dividend Yield | 4.17% |
| Dividend Growth | 232.65% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.74 |
| YTD Return | 11.90% |
| 1-Year Return | 15.44% |
| 5-Year Return | 78.20% |
| 52-Week Low | 12.35 |
| 52-Week High | 14.78 |
| Beta (5Y) | 0.86 |
| Holdings | 46 |
| Inception Date | Aug 5, 2014 |
About FDKPX
Fidelity Advisor Freedom 2060 Fund Class A is a target-date mutual fund designed to help investors plan for retirement around the year 2060. The fund aims to provide a high total return as its primary objective, with a secondary focus on principal preservation as it nears and passes the target retirement date. It achieves its goals by investing in a diversified mix of underlying Fidelity funds, spanning U.S. equities, international equities, bonds, and short-term debt instruments. The asset allocation strategy starts with a higher exposure to equities to pursue growth in the early years and gradually shifts toward more conservative, income-oriented holdings as the target date approaches. This dynamic asset allocation is periodically adjusted by Fidelity’s management team to align with the evolving risk profile appropriate for investors nearing retirement. The fund ultimately transitions to a portfolio similar to the Fidelity Freedom Income Fund approximately 10 to 19 years after the target date, providing continued support for investors in their retirement years. Fidelity Advisor Freedom 2060 Fund Class A plays a significant role for individuals seeking a professionally managed, all-in-one retirement investment solution that evolves over time to meet changing financial needs.
Performance
FDKPX had a total return of 15.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.99%.
Top 10 Holdings
76.71% of assets| Name | 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 | 8.16% |
| 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 | $0.498 | May 12, 2025 |
| Dec 30, 2024 | $0.154 | Dec 31, 2024 |
| May 10, 2024 | $0.060 | May 13, 2024 |
| Dec 28, 2023 | $0.136 | Dec 29, 2023 |
| May 12, 2023 | $0.104 | May 15, 2023 |
| Dec 29, 2022 | $0.224 | Dec 30, 2022 |