Fidelity Freedom 2060 Fund (FDKVX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
14.48
+0.07 (0.49%)
Jan 14, 2025, 8:01 PM EST
11.99% (1Y)
| Fund Assets | 5.87B |
| Expense Ratio | 0.75% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.27 |
| Dividend Yield | 1.88% |
| Dividend Growth | 5.45% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2024 |
| Previous Close | 14.41 |
| YTD Return | -0.96% |
| 1-Year Return | 13.55% |
| 5-Year Return | 50.78% |
| 52-Week Low | 12.71 |
| 52-Week High | 15.45 |
| Beta (5Y) | 1.27 |
| Holdings | 49 |
| Inception Date | Aug 5, 2014 |
About FDKVX
The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds). The adviser allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2060.
Fund Family Fidelity
Category Target-Date 2060+
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FDKVX
Index S&P 500 TR
Performance
FDKVX had a total return of 13.55% in the past year. Since the fund's inception, the average annual return has been 8.63%, including dividends.
Top 10 Holdings
76.68% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Growth Company Fund | FCGSX | 10.09% |
| Fidelity Series Large Cap Stock Fund | FGLGX | 9.98% |
| Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.55% |
| Fidelity Series International Growth Fund | FIGSX | 7.56% |
| Fidelity Series Overseas Fund | FSOSX | 7.51% |
| Fidelity Series International Value Fund | FINVX | 7.47% |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 6.78% |
| Fidelity Series Value Discovery Fund | FNKLX | 6.18% |
| Fidelity Series Opportunistic Insights Fund | FVWSX | 6.01% |
| Fidelity Series Blue Chip Growth Fund | FSBDX | 5.56% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2024 | $0.212 | Dec 31, 2024 |
| May 10, 2024 | $0.059 | May 13, 2024 |
| Dec 28, 2023 | $0.170 | Dec 29, 2023 |
| May 12, 2023 | $0.087 | May 15, 2023 |
| Dec 29, 2022 | $0.358 | Dec 30, 2022 |
| May 6, 2022 | $0.811 | May 9, 2022 |