Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
3.9%
1 yr return
19.3%
3 Yr Avg Return
16.9%
5 Yr Avg Return
8.2%
Net Assets
$931 M
Holdings in Top 10
77.5%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.94%
SALES FEES
Front Load 5.75%
Deferred Load N/A
TRADING FEES
Turnover 28.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FDKPX - Profile
Distributions
- YTD Total Return 3.9%
- 3 Yr Annualized Total Return 16.9%
- 5 Yr Annualized Total Return 8.2%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 1.87%
- Dividend Yield 2.2%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Advisor Freedom 2060 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateAug 05, 2014
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerBrett Sumsion
Fund Description
FDKPX - Performance
Return Ranking - Trailing
| Period | FDKPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.9% | 3.9% | 12.9% | 61.14% |
| 1 Yr | 19.3% | 30.7% | 65.2% | 42.91% |
| 3 Yr | 16.9%* | 8.7% | 13.7% | 22.51% |
| 5 Yr | 8.2%* | 10.3% | 14.1% | 31.40% |
| 10 Yr | 11.2%* | N/A | N/A | N/A |
* Annualized
Return Ranking - Calendar
| Period | FDKPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 16.7% | -3.3% | 18.9% | 71.84% |
| 2024 | 11.7% | 11.7% | 29.3% | 72.14% |
| 2023 | 16.5% | -23.9% | -7.8% | 76.97% |
| 2022 | -25.9% | 13.0% | 20.8% | 58.09% |
| 2021 | 6.6% | 1.7% | 8.6% | 75.56% |
Total Return Ranking - Trailing
| Period | FDKPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.9% | 3.9% | 12.9% | 61.14% |
| 1 Yr | 19.3% | 30.7% | 65.2% | 90.78% |
| 3 Yr | 16.9%* | 7.7% | 13.7% | 82.72% |
| 5 Yr | 8.2%* | 9.6% | 14.1% | 73.55% |
| 10 Yr | 11.2%* | N/A | N/A | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FDKPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 22.7% | -3.3% | 18.9% | 71.84% |
| 2024 | 13.4% | 11.7% | 29.3% | 72.14% |
| 2023 | 18.9% | -23.9% | -5.7% | 64.85% |
| 2022 | -18.6% | 14.1% | 22.7% | 13.97% |
| 2021 | 15.7% | 1.7% | 11.0% | 17.78% |
NAV & Total Return History
FDKPX - Holdings
Concentration Analysis
| FDKPX | Category Low | Category High | FDKPX % Rank | |
|---|---|---|---|---|
| Net Assets | 931 M | 60.7 K | 7.18 B | 15.32% |
| Number of Holdings | 45 | 4 | 494 | 6.81% |
| Net Assets in Top 10 | 656 M | 51.6 K | 7.13 B | 15.53% |
| Weighting of Top 10 | 77.52% | 38.0% | 100.0% | 94.04% |
Top 10 Holdings
- FIDELITY SERIES LARGE CAP STOCK FUND 11.26%
- Fidelity Series Emerging Markets Opportunities Fund 10.09%
- Fidelity Advisor Series Equity Growth Fund 8.05%
- Fidelity Series International Value Fund 7.58%
- Fidelity Series Overseas Fund 7.39%
- Fidelity Series International Growth Fund 7.36%
- Fidelity Series Opportunistic Insights Fund 7.08%
- Fidelity Series Stock Selector Large Cap Value Fund 6.46%
- Fidelity Series Value Discovery Fund 6.46%
- Fidelity Advisor Series Growth Opportunities Fund 5.79%
Asset Allocation
| Weighting | Return Low | Return High | FDKPX % Rank | |
|---|---|---|---|---|
| Stocks | 99.64% | 65.98% | 98.58% | 74.66% |
| Bonds | 0.29% | 0.00% | 92.61% | 46.87% |
| Cash | 0.12% | -86.71% | 14.73% | 8.99% |
| Convertible Bonds | 0.05% | 0.00% | 0.77% | 43.05% |
| Preferred Stocks | 0.00% | 0.00% | 0.36% | 22.89% |
| Other | -0.02% | -0.07% | 13.26% | 33.79% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FDKPX % Rank | |
|---|---|---|---|---|
| Financial Services | 18.90% | 12.29% | 18.11% | 6.81% |
| Technology | 18.34% | 14.77% | 21.46% | 33.51% |
| Industrials | 12.05% | 9.57% | 15.26% | 24.80% |
| Healthcare | 11.81% | 8.82% | 15.72% | 63.49% |
| Consumer Cyclical | 9.34% | 9.27% | 14.12% | 95.10% |
| Communication Services | 8.00% | 6.12% | 11.04% | 28.88% |
| Basic Materials | 6.79% | 2.40% | 5.65% | 13.90% |
| Energy | 5.67% | 1.87% | 4.03% | 13.08% |
| Consumer Defense | 5.10% | 4.55% | 11.70% | 94.01% |
| Utilities | 2.11% | 0.55% | 4.39% | 94.55% |
| Real Estate | 1.89% | 1.82% | 9.04% | 90.19% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FDKPX % Rank | |
|---|---|---|---|---|
| US | 99.64% | 34.23% | 75.57% | 92.92% |
| Non US | 0.00% | 18.37% | 51.41% | 7.08% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FDKPX % Rank | |
|---|---|---|---|---|
| Government | 51.86% | 0.00% | 72.52% | 23.71% |
| Corporate | 11.14% | 0.08% | 63.17% | 73.30% |
| Securitized | 2.07% | 0.00% | 29.24% | 83.38% |
| Cash & Equivalents | 0.12% | 1.23% | 99.01% | 18.53% |
| Municipal | 0.04% | 0.00% | 4.01% | 77.11% |
| Derivative | -0.02% | 0.00% | 31.93% | 38.96% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FDKPX % Rank | |
|---|---|---|---|---|
| US | 0.29% | -0.24% | 50.12% | 44.96% |
| Non US | 0.00% | 0.00% | 42.49% | 47.41% |
FDKPX - Expenses
Operational Fees
| FDKPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.94% | 0.02% | 35.30% | 46.74% |
| Management Fee | 0.68% | 0.00% | 0.94% | 96.77% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 58.12% |
| Administrative Fee | N/A | 0.01% | 0.30% | N/A |
Sales Fees
| FDKPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | 5.75% | 3.50% | 5.75% | 34.21% |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
| FDKPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | N/A | N/A | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FDKPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 28.00% | 3.00% | 208.00% | 54.31% |
FDKPX - Distributions
Dividend Yield Analysis
| FDKPX | Category Low | Category High | FDKPX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.19% | 0.00% | 1.44% | 85.48% |
Dividend Distribution Analysis
| FDKPX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annually | Monthly | Annually |
Net Income Ratio Analysis
| FDKPX | Category Low | Category High | FDKPX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.87% | -0.04% | 8.75% | 69.58% |
Capital Gain Distribution Analysis
| FDKPX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.758 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.187 | OrdinaryDividend |
| Dec 30, 2025 | $0.026 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.028 | CapitalGainLongTerm |
| May 09, 2025 | $0.498 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.154 | OrdinaryDividend |
| Dec 28, 2023 | $0.131 | OrdinaryDividend |
| Dec 28, 2023 | $0.005 | CapitalGainShortTerm |
| May 12, 2023 | $0.104 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.224 | OrdinaryDividend |
| May 13, 2022 | $0.841 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.647 | OrdinaryDividend |
| May 14, 2021 | $0.536 | OrdinaryDividend |
| Dec 30, 2020 | $0.207 | OrdinaryDividend |
| May 08, 2020 | $0.361 | CapitalGainLongTerm |
| Dec 30, 2019 | $0.138 | OrdinaryDividend |
| Dec 30, 2019 | $0.032 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.063 | CapitalGainLongTerm |
| May 10, 2019 | $0.011 | CapitalGainShortTerm |
| May 10, 2019 | $0.477 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.062 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.248 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.174 | OrdinaryDividend |
| May 11, 2018 | $0.369 | CapitalGainLongTerm |
| Dec 28, 2017 | $0.068 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.059 | CapitalGainLongTerm |
| Dec 28, 2017 | $0.112 | OrdinaryDividend |
| May 12, 2017 | $0.005 | CapitalGainShortTerm |
| May 12, 2017 | $0.094 | CapitalGainLongTerm |
| Dec 28, 2016 | $0.008 | CapitalGainShortTerm |
| Dec 28, 2016 | $0.116 | OrdinaryDividend |
| May 13, 2016 | $0.006 | CapitalGainShortTerm |
| May 13, 2016 | $0.187 | CapitalGainLongTerm |
| Dec 29, 2015 | $0.034 | CapitalGainShortTerm |
| Dec 29, 2015 | $0.020 | CapitalGainLongTerm |
| Dec 29, 2015 | $0.108 | OrdinaryDividend |
| May 11, 2015 | $0.023 | CapitalGainShortTerm |
| May 11, 2015 | $0.146 | CapitalGainLongTerm |
| Dec 30, 2014 | $0.100 | OrdinaryDividend |
| Dec 30, 2014 | $0.078 | CapitalGainShortTerm |
| Dec 30, 2014 | $0.003 | CapitalGainLongTerm |
FDKPX - Fund Manager Analysis
Managers
Brett Sumsion
Start Date
Tenure
Tenure Rank
Aug 05, 2014
7.82
7.8%
Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Aug 05, 2014
7.82
7.8%
Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.06 | 8.11 | 2.38 | 1.25 |