Fidelity Advisor Freedom 2060 M (FDKTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.14
0.00 (0.00%)
Aug 27, 2025, 4:00 PM EDT
Fund Assets760.51M
Expense Ratio1.26%
Min. Investment$0.00
Turnover24.00%
Dividend (ttm)0.63
Dividend Yield3.99%
Dividend Growth255.68%
Payout FrequencySemi-Annual
Ex-Dividend DateMay 9, 2025
Previous Close15.14
YTD Return15.42%
1-Year Return14.65%
5-Year Return63.57%
52-Week Low12.26
52-Week High15.19
Beta (5Y)n/a
Holdings43
Inception DateAug 5, 2014

About FDKTX

Fidelity Advisor Freedom 2060 Fund Class M is a target-date mutual fund designed for investors planning to retire around the year 2060. The fund’s primary objective is to achieve high total return, with a secondary focus on preserving principal as it approaches and passes its designated target date. To accomplish these goals, it invests in a diversified portfolio comprising domestic and international equity funds, bond funds, and short-term funds, all managed by Fidelity. The asset allocation is actively adjusted over time to gradually reduce risk, transitioning from a higher equity allocation in its early years to more conservative investments as the target date nears. This gradual "glide path" is intended to suit the evolving risk tolerance and income needs of investors as they move toward and through retirement. The fund leverages Fidelity’s extensive lineup of underlying actively managed strategies, making it notable for its broad diversification and professional management. Ultimately, the fund is structured to merge with Fidelity’s Freedom Income Fund after the target year, reflecting its ongoing commitment to long-term retirement planning.

Fund Family Fidelity
Category Target-Date 2060+
Stock Exchange NASDAQ
Ticker Symbol FDKTX
Share Class Class M
Index S&P 500 TR

Performance

FDKTX had a total return of 14.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.91%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FNGLXClass K60.46%
FIJTXClass Z0.65%
FDKQXClass I0.76%
FDKPXClass A1.01%

Top 10 Holdings

77.15% of assets
NameSymbolWeight
Fidelity Series Large Cap StockFGLGX10.98%
Fidelity Series Emerging Markets OppsFEMSX9.79%
Fidelity Advisor Series Equity GrFMFMX8.10%
Fidelity Series International ValueFINVX7.73%
Fidelity Series International GrowthFIGSX7.65%
Fidelity Series OverseasFSOSX7.63%
Fidelity Series Opportunistic InsightsFVWSX7.02%
Fidelity Series Stock Selector Large Cap Value FundFBLEX6.19%
Fidelity Series Value DiscoveryFNKLX6.18%
Fidelity Advisor Series Growth OppsFAOFX5.89%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
May 9, 2025$0.498May 12, 2025
Dec 30, 2024$0.128Dec 31, 2024
May 10, 2024$0.060May 13, 2024
Dec 28, 2023$0.116Dec 29, 2023
May 12, 2023$0.104May 15, 2023
Dec 29, 2022$0.207Dec 30, 2022
Full Dividend History