Fidelity Advisor Freedom 2060 Fund - Class Z (FIJTX)
Fund Assets | 715.48M |
Expense Ratio | 0.65% |
Min. Investment | $0.00 |
Turnover | 24.00% |
Dividend (ttm) | 0.71 |
Dividend Yield | 4.79% |
Dividend Growth | 188.98% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 14.78 |
YTD Return | 12.33% |
1-Year Return | 13.31% |
5-Year Return | 75.10% |
52-Week Low | 12.32 |
52-Week High | 14.87 |
Beta (5Y) | n/a |
Holdings | 44 |
Inception Date | Oct 2, 2018 |
About FIJTX
Fidelity Advisor Freedom 2060 Fund - Class Z is a target-date mutual fund designed to provide a diversified investment solution for individuals aiming to retire around the year 2060. The fund primarily invests in a mix of underlying Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds, offering broad exposure across asset classes and geographies. Its allocations are actively managed and become more conservative as the target date approaches, gradually shifting from higher-growth assets to more income-oriented and lower-risk holdings over time. This fund appeals to investors seeking a professionally managed, all-in-one strategy structured to adjust risk profiles as retirement nears. Managed by Fidelity, a prominent asset manager, the fund plays a significant role in the retirement planning sector and is often used in employer-sponsored retirement plans or by individuals looking for a simplified approach to long-term wealth accumulation.
Performance
FIJTX had a total return of 13.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.63%.
Top 10 Holdings
73.40% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Stock Fund | FGLGX | 10.41% |
Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.09% |
Fidelity Advisor Series Equity Growth Fund | FMFMX | 7.74% |
Fidelity Series International Value Fund | FINVX | 7.54% |
Fidelity Series Overseas Fund | FSOSX | 7.38% |
Fidelity Series International Growth Fund | FIGSX | 7.36% |
Fidelity Series Opportunistic Insights Fund | FVWSX | 6.70% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.82% |
Fidelity Series Value Discovery Fund | FNKLX | 5.77% |
Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 5.58% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.498 | May 12, 2025 |
Dec 30, 2024 | $0.210 | Dec 31, 2024 |
May 10, 2024 | $0.060 | May 13, 2024 |
Dec 28, 2023 | $0.185 | Dec 29, 2023 |
May 12, 2023 | $0.104 | May 15, 2023 |
Dec 29, 2022 | $0.255 | Dec 30, 2022 |