Fidelity Advisor Freedom 2015 Z (FIJKX)
| Fund Assets | 432.15M |
| Expense Ratio | 0.46% |
| Min. Investment | $0.00 |
| Turnover | 17.00% |
| Dividend (ttm) | 0.64 |
| Dividend Yield | 5.79% |
| Dividend Growth | 62.28% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 11.10 |
| YTD Return | 9.26% |
| 1-Year Return | 11.44% |
| 5-Year Return | 29.98% |
| 52-Week Low | 10.16 |
| 52-Week High | 11.11 |
| Beta (5Y) | n/a |
| Holdings | 45 |
| Inception Date | Oct 2, 2018 |
About FIJKX
Fidelity Advisor Freedom 2015 Fund - Class Z is a target-date mutual fund designed for investors planning to retire around the year 2015. Its primary purpose is to provide a high total return, with a secondary focus on preserving principal as the fund approaches its target date and the following years. The fund achieves this by employing a diversified, evolving asset allocation strategy—investing in a mix of underlying Fidelity domestic equity, international equity, bond, and short-term funds. As the target retirement year approaches and passes, the portfolio gradually shifts from higher-risk growth assets to more conservative, income-oriented investments, reflecting the changing needs and risk tolerance of investors nearing or in retirement. This approach aims to balance growth and stability, making the fund particularly significant for individuals and retirement plans seeking a managed, all-in-one solution for retirement asset accumulation and distribution in the years surrounding retirement. The fund’s role in the market centers on offering simplified diversification and professional management for retirement-minded investors.
Performance
FIJKX had a total return of 11.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.52%.
Top 10 Holdings
74.12% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Investment Grade Bond | FSIGX | 31.63% |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 10.38% |
| Fidelity Series Emerging Markets Opps | FEMSX | 4.74% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.62% |
| Fidelity Government Money Market Fund | FGNXX | 4.57% |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 4.29% |
| Fidelity Series Large Cap Stock | FGLGX | 4.09% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 3.55% |
| Fidelity Series International Value | FINVX | 3.19% |
| Fidelity Series International Growth | FIGSX | 3.06% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.297 | May 12, 2025 |
| Dec 30, 2024 | $0.344 | Dec 31, 2024 |
| May 10, 2024 | $0.124 | May 13, 2024 |
| Dec 28, 2023 | $0.271 | Dec 29, 2023 |
| May 12, 2023 | $0.020 | May 15, 2023 |
| Dec 29, 2022 | $0.305 | Dec 30, 2022 |