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Fidelity Freedom Index 2060 Investor FDKLX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 17.27  /  +0.70 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    0.120%
  • 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 1.82%
  • Turnover 12%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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.

A simple, low-cost investment that benefits from Fidelity’s retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement. Continued strength from the topnotch resources at the managers’ disposal also warrant a People Pillar upgrade to High from Above Average.

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Portfolio Holdings FDKLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Total Market Index

54.65 3.3 Bil

Fidelity Series Global ex US Index

35.43 2.1 Bil

Fidelity Series Long-Term Trs Bd Idx

4.95 295.2 Mil

Fidelity Series Bond Index

3.98 237.1 Mil

Fidelity Series Intl Dev Mkts Bd Idx

0.97 57.8 Mil

Cash

0.02 1.1 Mil
Cash and Equivalents