Fidelity Freedom 2060 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
6.2%
1 yr return
23.5%
3 Yr Avg Return
18.5%
5 Yr Avg Return
9.4%
Net Assets
$9.11 B
Holdings in Top 10
77.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.65%
SALES FEES
Front Load N/A
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
FNSFX - Profile
Distributions
- YTD Total Return 6.2%
- 3 Yr Annualized Total Return 18.5%
- 5 Yr Annualized Total Return 9.4%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.24%
- Dividend Yield 2.5%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom 2060 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJul 25, 2017
-
Shares OutstandingN/A
-
Share ClassK
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FNSFX - Performance
Return Ranking - Trailing
| Period | FNSFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.2% | 3.9% | 12.9% | 30.72% |
| 1 Yr | 23.5% | 30.7% | 65.2% | 6.38% |
| 3 Yr | 18.5%* | 8.7% | 13.7% | 18.85% |
| 5 Yr | 9.4%* | 10.3% | 14.1% | 14.05% |
| 10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Return Ranking - Calendar
| Period | FNSFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.0% | -3.3% | 18.9% | 37.55% |
| 2024 | 11.5% | 11.7% | 29.3% | 81.09% |
| 2023 | 18.0% | -23.9% | -7.8% | 56.36% |
| 2022 | -25.9% | 13.0% | 20.8% | N/A |
| 2021 | 5.5% | 1.7% | 8.6% | N/A |
Total Return Ranking - Trailing
| Period | FNSFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.2% | 3.9% | 12.9% | 30.72% |
| 1 Yr | 23.5% | 30.7% | 65.2% | 6.03% |
| 3 Yr | 18.5%* | 7.7% | 13.7% | 18.32% |
| 5 Yr | 9.4%* | 9.6% | 14.1% | 14.05% |
| 10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FNSFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 23.8% | -3.3% | 18.9% | 37.55% |
| 2024 | 14.2% | 11.7% | 29.3% | 81.09% |
| 2023 | 20.6% | -23.9% | -5.7% | 54.55% |
| 2022 | -18.2% | 14.1% | 22.7% | N/A |
| 2021 | 16.6% | 1.7% | 11.0% | N/A |
NAV & Total Return History
FNSFX - Holdings
Concentration Analysis
| FNSFX | Category Low | Category High | FNSFX % Rank | |
|---|---|---|---|---|
| Net Assets | 9.11 B | 60.7 K | 7.18 B | 4.57% |
| Number of Holdings | 47 | 4 | 494 | 3.27% |
| Net Assets in Top 10 | 6.17 B | 51.6 K | 7.13 B | 4.63% |
| Weighting of Top 10 | 77.25% | 38.0% | 100.0% | 96.03% |
Top 10 Holdings
- FIDELITY SERIES GROWTH COMPANY FUND 10.17%
- FIDELITY SERIES LARGE CAP STOCK FUND 10.14%
- Fidelity Series Emerging Markets Opportunities Fund 10.11%
- Fidelity Series International Value Fund 7.58%
- Fidelity Series Overseas Fund 7.37%
- Fidelity Series International Growth Fund 7.34%
- Fidelity Series Stock Selector Large Cap Value Fund 6.71%
- Fidelity Series Value Discovery Fund 6.11%
- Fidelity Series Opportunistic Insights Fund 6.09%
- Fidelity Series Blue Chip Growth Fund 5.67%
Asset Allocation
| Weighting | Return Low | Return High | FNSFX % Rank | |
|---|---|---|---|---|
| Stocks | 99.63% | 65.98% | 98.58% | 78.75% |
| Bonds | 0.29% | 0.00% | 92.61% | 47.96% |
| Cash | 0.12% | -86.71% | 14.73% | 6.27% |
| Convertible Bonds | 0.05% | 0.00% | 0.77% | 47.41% |
| Preferred Stocks | 0.00% | 0.00% | 0.36% | 32.97% |
| Other | -0.02% | -0.07% | 13.26% | 24.25% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FNSFX % Rank | |
|---|---|---|---|---|
| Financial Services | 18.83% | 12.29% | 18.11% | 3.54% |
| Technology | 17.55% | 14.77% | 21.46% | 76.57% |
| Industrials | 12.06% | 9.57% | 15.26% | 33.24% |
| Healthcare | 11.60% | 8.82% | 15.72% | 57.77% |
| Consumer Cyclical | 11.31% | 9.27% | 14.12% | 36.78% |
| Communication Services | 6.85% | 6.12% | 11.04% | 56.68% |
| Basic Materials | 6.48% | 2.40% | 5.65% | 10.35% |
| Energy | 5.97% | 1.87% | 4.03% | 1.09% |
| Consumer Defense | 5.42% | 4.55% | 11.70% | 87.74% |
| Utilities | 2.01% | 0.55% | 4.39% | 91.28% |
| Real Estate | 1.90% | 1.82% | 9.04% | 91.83% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FNSFX % Rank | |
|---|---|---|---|---|
| US | 99.63% | 34.23% | 75.57% | 94.55% |
| Non US | 0.00% | 18.37% | 51.41% | 4.09% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FNSFX % Rank | |
|---|---|---|---|---|
| Government | 48.13% | 0.00% | 72.52% | 25.34% |
| Corporate | 10.10% | 0.08% | 63.17% | 85.01% |
| Securitized | 1.90% | 0.00% | 29.24% | 86.10% |
| Cash & Equivalents | 0.12% | 1.23% | 99.01% | 13.62% |
| Municipal | 0.03% | 0.00% | 4.01% | 71.66% |
| Derivative | -0.02% | 0.00% | 31.93% | 40.60% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FNSFX % Rank | |
|---|---|---|---|---|
| US | 0.29% | -0.24% | 50.12% | 46.05% |
| Non US | 0.00% | 0.00% | 42.49% | 50.41% |
FNSFX - Expenses
Operational Fees
| FNSFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.65% | 0.02% | 35.30% | 63.60% |
| Management Fee | 0.64% | 0.00% | 0.94% | 90.59% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.30% | N/A |
Sales Fees
| FNSFX 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
| FNSFX 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.
| FNSFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 28.00% | 3.00% | 208.00% | 37.83% |
FNSFX - Distributions
Dividend Yield Analysis
| FNSFX | Category Low | Category High | FNSFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.51% | 0.00% | 1.44% | 17.47% |
Dividend Distribution Analysis
| FNSFX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annually | Monthly | Annually |
Net Income Ratio Analysis
| FNSFX | Category Low | Category High | FNSFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.24% | -0.04% | 8.75% | 44.76% |
Capital Gain Distribution Analysis
| FNSFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.236 | OrdinaryDividend |
| Dec 30, 2025 | $0.023 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.049 | CapitalGainLongTerm |
| May 09, 2025 | $0.330 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.277 | OrdinaryDividend |
| Dec 30, 2024 | $0.215 | OrdinaryDividend |
| Dec 30, 2024 | $0.013 | CapitalGainShortTerm |
| Dec 30, 2024 | $0.049 | CapitalGainLongTerm |
| Dec 28, 2023 | $0.182 | OrdinaryDividend |
| Dec 28, 2023 | $0.008 | CapitalGainShortTerm |
| May 12, 2023 | $0.087 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.363 | OrdinaryDividend |
| May 06, 2022 | $0.811 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.924 | OrdinaryDividend |
| May 14, 2021 | $0.596 | CapitalGainLongTerm |
| Dec 30, 2020 | $0.284 | OrdinaryDividend |
| May 08, 2020 | $0.263 | OrdinaryDividend |
| Dec 30, 2019 | $0.192 | OrdinaryDividend |
| Dec 30, 2019 | $0.024 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.120 | CapitalGainLongTerm |
| May 10, 2019 | $0.005 | CapitalGainShortTerm |
| May 10, 2019 | $0.403 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.052 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.149 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.172 | OrdinaryDividend |
| May 11, 2018 | $0.253 | CapitalGainLongTerm |
| Dec 28, 2017 | $0.148 | OrdinaryDividend |
| Dec 28, 2017 | $0.051 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.100 | CapitalGainLongTerm |
FNSFX - Fund Manager Analysis
Managers
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.
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.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.06 | 8.11 | 2.38 | 1.25 |