Fidelity Flex Freedom Blend 2060 Fund (FWLSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.09
-0.07 (-0.49%)
At close: Jul 31, 2025
-0.49%
Fund Assets24.83M
Expense Ratio0.01%
Min. Investment$0.00
Turnover41.00%
Dividend (ttm)0.52
Dividend Yield3.70%
Dividend Growth63.75%
Payout FrequencySemi-Annual
Ex-Dividend DateMay 9, 2025
Previous Close14.16
YTD Return11.76%
1-Year Return15.60%
5-Year Return74.73%
52-Week Low11.30
52-Week High14.31
Beta (5Y)n/a
Holdings21
Inception DateJun 8, 2017

About FWLSX

Fidelity Flex Freedom Blend 2060 Fund is a target-date retirement mutual fund designed to help investors prepare for retirement around the year 2060. Its primary function is to seek a high total return through a diversified portfolio of underlying Fidelity funds, adjusting its asset allocation over time to become more conservative as the target date approaches. The fund initially emphasizes growth-oriented assets such as domestic and international equities, and gradually increases its allocation to fixed income and more stable investments as the anticipated retirement year nears. This fund is particularly notable for its blend strategy, which combines both passive index tracking and actively managed components to balance risk and return. Serving individuals planning for long-term retirement, the fund plays a significant role in retirement planning by offering a one-stop investment solution that automatically evolves with the investor’s time horizon and risk tolerance. The portfolio includes exposure to a broad range of asset classes and geographic regions, contributing to its diversification and its adaptability to shifting market conditions.

Fund Family Fidelity
Category Target-Date 2060+
Stock Exchange NASDAQ
Ticker Symbol FWLSX
Index S&P 500 TR

Performance

FWLSX had a total return of 15.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.57%.

Top 10 Holdings

84.04% of assets
NameSymbolWeight
Fidelity Series Large Cap Value Index FundFIOOX14.06%
Fidelity Series Blue Chip Growth FundFSBDX12.23%
Fidelity Series Emerging Markets Opportunities FundFEMSX9.46%
Fidelity Series Large Cap Growth Index FundFHOFX7.77%
Fidelity Series International Value FundFINVX7.60%
Fidelity Series Overseas FundFSOSX7.52%
Fidelity Series International Growth FundFIGSX7.39%
Fidelity Series Large Cap Stock FundFGLGX7.20%
Fidelity Series Long-Term Treasury Bond Index FundFTLTX5.84%
Fidelity Series Value Discovery FundFNKLX4.97%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
May 9, 2025$0.105May 12, 2025
Dec 30, 2024$0.419Dec 31, 2024
May 10, 2024$0.061May 13, 2024
Dec 28, 2023$0.259Dec 29, 2023
May 5, 2023$0.014May 8, 2023
Dec 29, 2022$0.338Dec 30, 2022
Full Dividend History