Fidelity Freedom Blend 2060 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
7.9%
1 yr return
24.9%
3 Yr Avg Return
18.6%
5 Yr Avg Return
9.5%
Net Assets
$1.6 B
Holdings in Top 10
83.0%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.37%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 22.00%
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
FHJEX - Profile
Distributions
- YTD Total Return 7.9%
- 3 Yr Annualized Total Return 18.6%
- 5 Yr Annualized Total Return 9.5%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.25%
- Dividend Yield 2.8%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom Blend 2060 Fund
-
Fund Family NameFidelity Investments
-
Inception DateSep 06, 2018
-
Shares OutstandingN/A
-
Share ClassZ
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerBrett Sumsion
Fund Description
FHJEX - Performance
Return Ranking - Trailing
| Period | FHJEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.9% | 3.9% | 12.9% | 65.96% |
| 1 Yr | 24.9% | 30.7% | 65.2% | 31.56% |
| 3 Yr | 18.6%* | 8.7% | 13.7% | N/A |
| 5 Yr | 9.5%* | 10.3% | 14.1% | N/A |
| 10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Return Ranking - Calendar
| Period | FHJEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.7% | -3.3% | 18.9% | 40.00% |
| 2024 | 10.8% | 11.7% | 29.3% | 11.44% |
| 2023 | 18.3% | -23.9% | -7.8% | N/A |
| 2022 | -23.5% | 13.0% | 20.8% | N/A |
| 2021 | 7.5% | 1.7% | 8.6% | N/A |
Total Return Ranking - Trailing
| Period | FHJEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.9% | 3.9% | 12.9% | 65.96% |
| 1 Yr | 24.9% | 30.7% | 65.2% | 29.08% |
| 3 Yr | 18.6%* | 7.7% | 13.7% | N/A |
| 5 Yr | 9.5%* | 9.6% | 14.1% | N/A |
| 10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FHJEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 22.7% | -3.3% | 18.9% | 40.00% |
| 2024 | 13.7% | 11.7% | 29.3% | 11.44% |
| 2023 | 20.6% | -23.9% | -5.7% | N/A |
| 2022 | -19.1% | 14.1% | 22.7% | N/A |
| 2021 | 16.4% | 1.7% | 11.0% | N/A |
NAV & Total Return History
FHJEX - Holdings
Concentration Analysis
| FHJEX | Category Low | Category High | FHJEX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.6 B | 60.7 K | 7.18 B | 31.18% |
| Number of Holdings | 43 | 4 | 494 | 14.17% |
| Net Assets in Top 10 | 1.18 B | 51.6 K | 7.13 B | 31.61% |
| Weighting of Top 10 | 83.03% | 38.0% | 100.0% | 65.23% |
Top 10 Holdings
- Fidelity Series Large Cap Value Index Fund 15.32%
- Fidelity Series Blue Chip Growth Fund 12.72%
- Fidelity Series Emerging Markets Opportunities Fund 10.09%
- Fidelity Series Large Cap Growth Index Fund 8.03%
- FIDELITY SERIES LARGE CAP STOCK FUND 7.79%
- Fidelity Series International Value Fund 6.74%
- Fidelity Series Overseas Fund 6.57%
- Fidelity Series International Growth Fund 6.54%
- Fidelity Series Value Discovery Fund 5.57%
- Fidelity Series Canada Fund 3.67%
Asset Allocation
| Weighting | Return Low | Return High | FHJEX % Rank | |
|---|---|---|---|---|
| Stocks | 99.61% | 65.98% | 98.58% | 66.76% |
| Bonds | 0.29% | 0.00% | 92.61% | 38.69% |
| Cash | 0.12% | -86.71% | 14.73% | 25.34% |
| Convertible Bonds | 0.05% | 0.00% | 0.77% | 55.04% |
| Preferred Stocks | 0.00% | 0.00% | 0.36% | 41.42% |
| Other | -0.02% | -0.07% | 13.26% | 22.89% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FHJEX % Rank | |
|---|---|---|---|---|
| Technology | 18.69% | 14.77% | 21.46% | 49.32% |
| Financial Services | 18.04% | 12.29% | 18.11% | 13.35% |
| Industrials | 11.66% | 9.57% | 15.26% | 45.23% |
| Consumer Cyclical | 11.43% | 9.27% | 14.12% | 44.41% |
| Healthcare | 11.16% | 8.82% | 15.72% | 91.01% |
| Communication Services | 7.34% | 6.12% | 11.04% | 46.32% |
| Basic Materials | 6.11% | 2.40% | 5.65% | 23.43% |
| Consumer Defense | 5.55% | 4.55% | 11.70% | 80.38% |
| Energy | 5.51% | 1.87% | 4.03% | 6.54% |
| Utilities | 2.32% | 0.55% | 4.39% | 83.38% |
| Real Estate | 2.18% | 1.82% | 9.04% | 84.20% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FHJEX % Rank | |
|---|---|---|---|---|
| US | 99.61% | 34.23% | 75.57% | 86.65% |
| Non US | 0.00% | 18.37% | 51.41% | 16.62% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FHJEX % Rank | |
|---|---|---|---|---|
| Government | 54.24% | 0.00% | 72.52% | 11.72% |
| Corporate | 11.05% | 0.08% | 63.17% | 83.65% |
| Securitized | 2.44% | 0.00% | 29.24% | 89.10% |
| Cash & Equivalents | 0.12% | 1.23% | 99.01% | 40.60% |
| Municipal | 0.01% | 0.00% | 4.01% | 76.02% |
| Derivative | -0.02% | 0.00% | 31.93% | 35.15% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FHJEX % Rank | |
|---|---|---|---|---|
| US | 0.29% | -0.24% | 50.12% | 36.78% |
| Non US | 0.00% | 0.00% | 42.49% | 52.59% |
FHJEX - Expenses
Operational Fees
| FHJEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.37% | 0.02% | 35.30% | 79.69% |
| Management Fee | 0.37% | 0.00% | 0.94% | 75.00% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.30% | N/A |
Sales Fees
| FHJEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
| FHJEX 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.
| FHJEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 22.00% | 3.00% | 208.00% | 44.19% |
FHJEX - Distributions
Dividend Yield Analysis
| FHJEX | Category Low | Category High | FHJEX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.84% | 0.00% | 1.44% | 78.49% |
Dividend Distribution Analysis
| FHJEX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annually | Monthly | Annually |
Net Income Ratio Analysis
| FHJEX | Category Low | Category High | FHJEX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.25% | -0.04% | 8.75% | 28.67% |
Capital Gain Distribution Analysis
| FHJEX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.270 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.241 | OrdinaryDividend |
| Dec 30, 2025 | $0.011 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.037 | CapitalGainLongTerm |
| May 09, 2025 | $0.084 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.338 | OrdinaryDividend |
| Dec 30, 2024 | $0.214 | OrdinaryDividend |
| Dec 30, 2024 | $0.003 | CapitalGainShortTerm |
| Dec 30, 2024 | $0.121 | CapitalGainLongTerm |
| Dec 28, 2023 | $0.188 | OrdinaryDividend |
| Dec 28, 2023 | $0.018 | CapitalGainShortTerm |
| May 12, 2023 | $0.021 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.274 | OrdinaryDividend |
| May 06, 2022 | $0.306 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.787 | OrdinaryDividend |
| May 07, 2021 | $0.250 | OrdinaryDividend |
| Dec 30, 2020 | $0.423 | OrdinaryDividend |
| May 08, 2020 | $0.066 | CapitalGainLongTerm |
| Dec 30, 2019 | $0.159 | OrdinaryDividend |
| Dec 30, 2019 | $0.033 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.097 | CapitalGainLongTerm |
| May 10, 2019 | $0.011 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.150 | OrdinaryDividend |
| Dec 28, 2018 | $0.035 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.110 | CapitalGainLongTerm |
FHJEX - Fund Manager Analysis
Managers
Brett Sumsion
Start Date
Tenure
Tenure Rank
Aug 31, 2018
3.75
3.8%
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 31, 2018
3.75
3.8%
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 |