Fidelity Advisor Freedom 2060 Fund - Class C (FDKSX)
| Fund Assets | 749.54M |
| Expense Ratio | 1.76% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.58 |
| Dividend Yield | 3.96% |
| Dividend Growth | 316.55% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.69 |
| YTD Return | 12.75% |
| 1-Year Return | 15.57% |
| 5-Year Return | 63.81% |
| 52-Week Low | 12.12 |
| 52-Week High | 14.80 |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | Aug 5, 2014 |
About FDKSX
Fidelity Advisor Freedom 2060 Fund - Class C 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 an added focus on principal preservation as it nears and passes its target date. The fund invests in a diversified portfolio of underlying Fidelity-managed mutual funds, which include domestic and international equities, bonds, and short-term debt instruments. This broad allocation is intended to provide growth through a higher equity exposure in the early years, gradually shifting to a more conservative mix as the target date approaches. The fund periodically rebalances its mix of assets to align with its changing risk profile, supporting investors in a long-term retirement savings strategy. By leveraging actively managed underlying funds, it incorporates Fidelity’s investment expertise across multiple asset classes, offering a comprehensive solution for retirement-focused portfolios within the Target-Date 2060 Morningstar category.
Performance
FDKSX had a total return of 15.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.23%.
Top 10 Holdings
73.40% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Stock Fund | FGLGX | 10.41% |
| Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.09% |
| Fidelity Advisor Series Equity Growth Fund | FMFMX | 7.74% |
| Fidelity Series International Value Fund | FINVX | 7.54% |
| Fidelity Series Overseas Fund | FSOSX | 7.38% |
| Fidelity Series International Growth Fund | FIGSX | 7.36% |
| Fidelity Series Opportunistic Insights Fund | FVWSX | 6.70% |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.82% |
| Fidelity Series Value Discovery Fund | FNKLX | 5.77% |
| Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 5.58% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.498 | May 12, 2025 |
| Dec 30, 2024 | $0.081 | Dec 31, 2024 |
| May 10, 2024 | $0.060 | May 13, 2024 |
| Dec 28, 2023 | $0.079 | Dec 29, 2023 |
| May 12, 2023 | $0.104 | May 15, 2023 |
| Dec 29, 2022 | $0.168 | Dec 30, 2022 |