Fidelity Freedom 2010 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
2.5%
1 yr return
10.2%
3 Yr Avg Return
8.4%
5 Yr Avg Return
3.5%
Net Assets
$3.01 B
Holdings in Top 10
78.7%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.24%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 34.00%
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
FOTKX - Profile
Distributions
- YTD Total Return 2.5%
- 3 Yr Annualized Total Return 8.4%
- 5 Yr Annualized Total Return 3.5%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.44%
- Dividend Yield 5.9%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom 2010 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJun 14, 2017
-
Shares OutstandingN/A
-
Share ClassK6
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FOTKX - Performance
Return Ranking - Trailing
| Period | FOTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 2.5% | 1.5% | 6.1% | 82.67% |
| 1 Yr | 10.2% | 8.0% | 15.1% | 77.33% |
| 3 Yr | 8.4%* | 6.8% | 12.1% | 69.33% |
| 5 Yr | 3.5%* | 2.1% | 6.2% | 64.29% |
| 10 Yr | N/A* | 4.6% | 6.8% | 41.10% |
* Annualized
Return Ranking - Calendar
| Period | FOTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 6.0% | 3.5% | 8.9% | 36.00% |
| 2024 | 2.1% | 0.5% | 6.2% | 64.00% |
| 2023 | 6.8% | 4.6% | 10.5% | 48.00% |
| 2022 | -18.9% | -23.1% | -12.4% | 68.00% |
| 2021 | -3.6% | -4.5% | 5.1% | 91.30% |
Total Return Ranking - Trailing
| Period | FOTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 2.5% | 1.5% | 6.1% | 82.67% |
| 1 Yr | 10.2% | 8.0% | 15.1% | 77.33% |
| 3 Yr | 8.4%* | 6.8% | 12.1% | 69.33% |
| 5 Yr | 3.5%* | 2.1% | 6.2% | 64.29% |
| 10 Yr | N/A* | 4.6% | 6.8% | 39.73% |
* Annualized
Total Return Ranking - Calendar
| Period | FOTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 11.7% | 9.7% | 13.1% | 30.67% |
| 2024 | 5.5% | 4.0% | 9.0% | 70.67% |
| 2023 | 10.0% | 7.5% | 12.9% | 44.00% |
| 2022 | -13.0% | -15.8% | -9.1% | 54.67% |
| 2021 | 5.7% | 3.6% | 9.3% | 63.77% |
NAV & Total Return History
FOTKX - Holdings
Concentration Analysis
| FOTKX | Category Low | Category High | FOTKX % Rank | |
|---|---|---|---|---|
| Net Assets | 3.01 B | 2.16 M | 3.79 B | 25.33% |
| Number of Holdings | 43 | 8 | 86 | 29.33% |
| Net Assets in Top 10 | 2.4 B | 1.93 M | 3.33 B | 21.33% |
| Weighting of Top 10 | 78.74% | 69.7% | 100.0% | 45.33% |
Top 10 Holdings
- Fidelity Series Investment Grade Bond Fund 33.71%
- FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND 17.05%
- Fidelity Series Government Money Market Fund 6.89%
- FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND 4.61%
- Fidelity Series Emerging Markets Opportunities Fund 3.63%
- FIDELITY SERIES GROWTH COMPANY FUND 2.88%
- FIDELITY SERIES LARGE CAP STOCK FUND 2.85%
- Fidelity Series Long-Term Treasury Bond Index Fund 2.73%
- Fidelity Series International Value Fund 2.22%
- Fidelity Series Overseas Fund 2.16%
Asset Allocation
| Weighting | Return Low | Return High | FOTKX % Rank | |
|---|---|---|---|---|
| Stocks | 99.47% | 90.43% | 99.98% | 57.33% |
| Convertible Bonds | 0.70% | 0.32% | 1.16% | 56.00% |
| Cash | 0.30% | 0.00% | 3.12% | 36.00% |
| Bonds | 0.25% | 0.00% | 9.33% | 36.00% |
| Preferred Stocks | 0.00% | 0.00% | 0.00% | 90.67% |
| Other | -0.02% | -0.02% | 0.05% | 100.00% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FOTKX % Rank | |
|---|---|---|---|---|
| Financial Services | 19.50% | 11.25% | 19.55% | 12.00% |
| Technology | 17.48% | 12.84% | 20.54% | 56.00% |
| Industrials | 12.01% | 8.69% | 12.01% | 4.00% |
| Consumer Cyclical | 11.34% | 5.80% | 12.80% | 52.00% |
| Healthcare | 10.53% | 9.94% | 13.88% | 80.00% |
| Basic Materials | 7.26% | 2.99% | 8.05% | 30.67% |
| Communication Services | 6.77% | 5.69% | 9.86% | 72.00% |
| Energy | 5.79% | 2.52% | 9.60% | 41.33% |
| Consumer Defense | 5.43% | 4.90% | 10.61% | 84.00% |
| Real Estate | 1.97% | 1.97% | 10.43% | 100.00% |
| Utilities | 1.93% | 1.92% | 5.81% | 98.67% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FOTKX % Rank | |
|---|---|---|---|---|
| US | 99.47% | 90.43% | 99.98% | 57.33% |
| Non US | 0.00% | 0.00% | 0.00% | 98.67% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FOTKX % Rank | |
|---|---|---|---|---|
| Government | 46.95% | 22.96% | 59.30% | 56.00% |
| Corporate | 17.40% | 12.80% | 45.78% | 74.67% |
| Securitized | 13.46% | 3.04% | 24.54% | 73.33% |
| Municipal | 0.36% | 0.09% | 0.91% | 22.67% |
| Cash & Equivalents | 0.16% | 0.00% | 2.98% | 33.33% |
| Derivative | -0.02% | -0.02% | 0.00% | 100.00% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FOTKX % Rank | |
|---|---|---|---|---|
| US | 0.25% | 0.00% | 9.33% | 36.00% |
| Non US | 0.00% | 0.00% | 0.00% | 90.67% |
FOTKX - Expenses
Operational Fees
| FOTKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.24% | 0.05% | 1.52% | 87.84% |
| Management Fee | 0.24% | 0.00% | 0.49% | 38.67% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.05% | 0.15% | N/A |
Sales Fees
| FOTKX 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% | 1.00% | N/A |
Trading Fees
| FOTKX 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.
| FOTKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 34.00% | 20.00% | 62.00% | 42.25% |
FOTKX - Distributions
Dividend Yield Analysis
| FOTKX | Category Low | Category High | FOTKX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 5.87% | 1.52% | 7.61% | 61.33% |
Dividend Distribution Analysis
| FOTKX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | Monthly | SemiAnnual |
Net Income Ratio Analysis
| FOTKX | Category Low | Category High | FOTKX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.44% | 0.56% | 3.49% | 8.45% |
Capital Gain Distribution Analysis
| FOTKX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.447 | OrdinaryDividend |
| Dec 30, 2025 | $0.140 | CapitalGainLongTerm |
| May 09, 2025 | $0.070 | OrdinaryDividend |
| May 09, 2025 | $0.112 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.400 | OrdinaryDividend |
| Dec 28, 2023 | $0.363 | OrdinaryDividend |
| May 12, 2023 | $0.040 | OrdinaryDividend |
| Dec 29, 2022 | $0.421 | OrdinaryDividend |
| May 06, 2022 | $0.518 | OrdinaryDividend |
| Dec 30, 2021 | $0.911 | OrdinaryDividend |
| May 14, 2021 | $0.580 | OrdinaryDividend |
| Dec 30, 2020 | $0.626 | OrdinaryDividend |
| May 08, 2020 | $0.375 | OrdinaryDividend |
| Dec 30, 2019 | $0.284 | OrdinaryDividend |
| Dec 30, 2019 | $0.056 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.289 | CapitalGainLongTerm |
| May 10, 2019 | $0.251 | CapitalGainLongTerm |
| May 10, 2019 | $0.052 | OrdinaryDividend |
| Dec 28, 2018 | $0.060 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.337 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.300 | OrdinaryDividend |
| May 11, 2018 | $0.027 | CapitalGainShortTerm |
| May 11, 2018 | $0.320 | CapitalGainLongTerm |
| May 11, 2018 | $0.045 | OrdinaryDividend |
| Dec 28, 2017 | $0.223 | OrdinaryDividend |
| Dec 28, 2017 | $0.043 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.307 | CapitalGainLongTerm |
FOTKX - Fund Manager Analysis
Managers
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Jun 30, 2011
10.93
10.9%
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
Jan 21, 2014
8.36
8.4%
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 |
|---|---|---|---|
| 0.85 | 16.18 | 6.08 | 2.41 |