Fidelity Freedom 2060 Fund (FDKVX)
| Fund Assets | 7.62B |
| Expense Ratio | 0.75% |
| Min. Investment | $0.00 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.93 |
| Dividend Yield | 5.06% |
| Dividend Growth | 71.59% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 8, 2026 |
| Previous Close | 18.37 |
| YTD Return | 8.89% |
| 1-Year Return | 26.55% |
| 5-Year Return | 60.31% |
| 52-Week Low | 14.99 |
| 52-Week High | 19.33 |
| Beta (5Y) | 0.87 |
| Holdings | 45 |
| Inception Date | Aug 5, 2014 |
About FDKVX
Fidelity Freedom 2060 Fund is a target-date mutual fund designed for individuals planning to retire around the year 2060. Its primary objective is to seek high total return until the target retirement date, gradually shifting focus to generate current income as retirement approaches. The fund achieves this through diversified investments in a mix of underlying Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds. Its asset allocation follows a "glide path" strategy, systematically reducing equity exposure and increasing bond and short-term holdings as the target date nears, to balance growth with risk management. The fund incorporates a disciplined, research-driven investment process, leveraging Fidelity’s extensive resources and expertise. This structure helps participants benefit from broad global diversification and professional oversight, aligning with the evolving risk-return needs typical of long-term retirement planning. Fidelity Freedom 2060 Fund plays a significant role in the retirement planning market as a core component of many defined contribution plans and individual retirement accounts, catering to investors seeking simplicity and an automated approach to asset allocation over decades.
Performance
FDKVX had a total return of 26.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.46%.
Top 10 Holdings
79.17% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 10.45% |
| Fidelity Series Growth Company Fund | FCGSX | 10.42% |
| Fidelity Series Large Cap Stock Fund | FGLGX | 10.36% |
| Fidelity Series International Value Fund | FINVX | 7.71% |
| Fidelity Series Overseas Fund | FSOSX | 7.64% |
| Fidelity Series International Growth Fund | FIGSX | 7.57% |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 6.86% |
| Fidelity Series Value Discovery Fund | FNKLX | 6.25% |
| Fidelity Series Opportunistic Insights Fund | FVWSX | 6.13% |
| Fidelity Series Blue Chip Growth Fund | FSBDX | 5.78% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 8, 2026 | $0.621 | May 11, 2026 |
| Dec 30, 2025 | $0.309 | Dec 31, 2025 |
| May 9, 2025 | $0.330 | May 12, 2025 |
| Dec 30, 2024 | $0.212 | Dec 31, 2024 |
| May 10, 2024 | $0.059 | May 13, 2024 |
| Dec 28, 2023 | $0.170 | Dec 29, 2023 |