Morningstar

Fidelity Freedom 2060 Fund FDKVX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.64  /  −0.43 %
  • Fund Size $9.8B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2060
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.20%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis FDKVX

Will FDKVX outperform in the 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 FDKVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDKVX 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 FDKVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This robust target-date series recently underwent changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Updates to the Fidelity Freedom and Advisor Freedom target-date funds continue to keep them as strong choices for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FDKVX

More FDKVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Stock

11.09 1B
—

Fidelity Series Emerging Markets Opps

10.88 1B
—

Fidelity Series Growth Company

10.88 1B
—

Fidelity Series Overseas

7.68 762M
—

Fidelity Series International Growth

7.60 753M
—

Fidelity Series International Value

7.59 752M
—

Fidelity Series Stk Selec Lg Cp Val

6.97 691M
—

Fidelity Series Value Discovery

6.40 634M
—

Fidelity Series Opportunistic Insights

6.22 617M
—

Fidelity Series Blue Chip Growth

5.94 589M
—

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