Fidelity Flex Freedom Blend 2060 (FWLSX)
| Fund Assets | 25.52M |
| Expense Ratio | 0.01% |
| Min. Investment | $0.00 |
| Turnover | 41.00% |
| Dividend (ttm) | 0.52 |
| Dividend Yield | 3.62% |
| Dividend Growth | 63.75% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.54 |
| YTD Return | 14.61% |
| 1-Year Return | 19.07% |
| 5-Year Return | 75.00% |
| 52-Week Low | 11.39 |
| 52-Week High | 14.54 |
| Beta (5Y) | n/a |
| Holdings | 21 |
| Inception Date | Jun 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.
Performance
FWLSX had a total return of 19.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.91%.
Top 10 Holdings
84.41% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Value Index | FIOOX | 14.28% |
| Fidelity Series Blue Chip Growth | FSBDX | 12.08% |
| Fidelity Series Emerging Markets Opps | FEMSX | 10.06% |
| Fidelity Series Large Cp Grwth Idx | FHOFX | 7.70% |
| Fidelity Series Overseas | FSOSX | 7.27% |
| Fidelity Series International Growth | FIGSX | 7.26% |
| Fidelity Series International Value | FINVX | 7.25% |
| Fidelity Series Large Cap Stock | FGLGX | 7.19% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 6.21% |
| Fidelity Series Value Discovery | FNKLX | 5.09% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.105 | May 12, 2025 |
| Dec 30, 2024 | $0.419 | Dec 31, 2024 |
| May 10, 2024 | $0.061 | May 13, 2024 |
| Dec 28, 2023 | $0.259 | Dec 29, 2023 |
| May 5, 2023 | $0.014 | May 8, 2023 |
| Dec 29, 2022 | $0.338 | Dec 30, 2022 |