Fidelity Advisor Freedom 2060 Fund I (FDKQX)
12.79
-0.16
(-1.24%)
USD |
Apr 07 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The Fund invests the fund's assets in a combination of Fidelity funds, domestic equity funds, international equity funds, bond funds, and short-term funds or underlying Fidelity funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 09, 2025.
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 1.63% |
| Stock | 85.59% |
| Bond | 6.79% |
| Convertible | 0.00% |
| Preferred | 0.49% |
| Other | 5.49% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Fidelity Series Large Cap Stock Fund | 10.63% | 19.89 | -1.04% |
| Fidelity Series Emerging Markets Opportunities Fnd | 9.78% | 16.94 | -2.19% |
| Fidelity Series International Value Fund | 7.93% | 12.05 | -0.08% |
| Fidelity Advisor Series Equity Growth Fund | 7.83% | 12.90 | -1.90% |
| Fidelity Series Overseas Fund | 7.68% | 12.92 | 0.23% |
| Fidelity Series International Growth Fund | 7.58% | 16.03 | -0.62% |
| Fidelity Series Opportunistic Insights Fund | 6.82% | 20.78 | -0.86% |
| Fidelity Series Value Discovery Fund | 6.48% | 14.23 | -0.77% |
| Fidelity Series Stock Selector Large Cap Value | 6.24% | 12.10 | -1.22% |
| Fidelity Advisor Series Growth Opportunities Fund | 5.42% | 13.08 | -1.43% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.75% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The Fund invests the fund's assets in a combination of Fidelity funds, domestic equity funds, international equity funds, bond funds, and short-term funds or underlying Fidelity funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Fidelity Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 22.71% |
| EPS Growth (3Y) | 18.66% |
| EPS Growth (5Y) | 16.42% |
| Sales Growth (1Y) | 12.89% |
| Sales Growth (3Y) | 14.22% |
| Sales Growth (5Y) | 11.97% |
| Sales per Share Growth (1Y) | 16.20% |
| Sales per Share Growth (3Y) | 14.63% |
| Operating Cash Flow - Growth Ratge (3Y) | 16.25% |
As of February 28, 2025
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FDKQX", "name") |
| Broad Asset Class: =YCI("M:FDKQX", "broad_asset_class") |
| Broad Category: =YCI("M:FDKQX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FDKQX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |