Fidelity Advisor Freedom 2060 Fund - Class I (FDKQX)
| Fund Assets | 715.48M |
| Expense Ratio | 0.76% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.50 |
| Dividend Yield | 3.30% |
| Dividend Growth | 141.75% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 15.02 |
| YTD Return | 11.79% |
| 1-Year Return | 15.50% |
| 5-Year Return | 79.87% |
| 52-Week Low | 12.64 |
| 52-Week High | 15.14 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Aug 5, 2014 |
About FDKQX
Fidelity Advisor Freedom 2060 Fund Class I is a target-date mutual fund designed for investors planning to retire around the year 2060. Its primary objective is to achieve high total return, with a secondary focus on principal preservation as it approaches and passes the target retirement year. This fund utilizes a "fund of funds" structure, investing in a diversified mix of underlying Fidelity-managed domestic and international equity funds, bond funds, and short-term investments. The asset allocation begins with a growth-oriented approach, heavily weighted toward equities, and transitions toward more conservative fixed income and short-term investments as the target date nears. The fund’s strategic shifts are guided by Fidelity’s asset allocation team and are periodically adjusted to reflect the evolving time horizon and risk tolerance typical for investors approaching retirement. Ultimately, after reaching its target year, the fund’s allocation will resemble that of the Fidelity Freedom Income Fund, aiming to support income needs during retirement. This makes the fund a comprehensive solution for long-term retirement planning, offering broad diversification and professional management within a single investment vehicle.
Performance
FDKQX had a total return of 15.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.24%.
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 |
| May 10, 2024 | $0.060 | May 13, 2024 |
| Dec 28, 2023 | $0.146 | Dec 29, 2023 |
| May 12, 2023 | $0.104 | May 15, 2023 |
| Dec 29, 2022 | $0.241 | Dec 30, 2022 |
| May 13, 2022 | $0.841 | May 16, 2022 |