Fidelity Advisor Freedom 2060 Fund - Class M (FDKTX)
| Fund Assets | 715.48M |
| Expense Ratio | 1.26% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 0.63 |
| Dividend Yield | 4.13% |
| Dividend Growth | 255.68% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.54 |
| YTD Return | 11.46% |
| 1-Year Return | 14.87% |
| 5-Year Return | 77.36% |
| 52-Week Low | 12.26 |
| 52-Week High | 14.62 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Aug 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.
Performance
FDKTX had a total return of 14.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.70%.
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 | $0.128 | Dec 31, 2024 |
| May 10, 2024 | $0.060 | May 13, 2024 |
| Dec 28, 2023 | $0.116 | Dec 29, 2023 |
| May 12, 2023 | $0.104 | May 15, 2023 |
| Dec 29, 2022 | $0.207 | Dec 30, 2022 |