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Morningstar

Fidelity Freedom® Index 2060 Investor FDKLX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 14.18  /  0.77 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 1.84%
  • Turnover 12%

USD | NAV as of Mar 22, 2023 | 1-Day Return as of Mar 22, 2023, 10:23 PM GMT+0

Morningstar’s Analysis FDKLX

Will FDKLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDKLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FDKLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FDKLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Simple, low-cost exposure to Fidelity's retirement research engine.

Analyst

Summary

| by Hyunmin Kim

The Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement using well-managed index funds. All share classes earn a Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDKLX

More FDKLX Holdings
  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Total Market Index

53.88
2,040,065,623
—

Fidelity® Series Global ex US Index

36.32
1,375,014,067
—

Fidelity® Series Long-Term Trs Bd Idx

4.99
188,907,431
—

Fidelity® Series Bond Index

3.86
146,013,258
—

Fidelity® Series Intl Dev Mkts Bd Idx

0.94
35,765,957
—

Cash Offsets For Shorts & Derivatives

0.01
518,411
Cash and Equivalents