Fidelity Advisor Freedom 2060 Fund I (FDKQX)
16.44
-0.27
(-1.62%)
USD |
Dec 30 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.69% | 830.33M | -- | 24.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 35.47M | 23.39% | 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 |
| Equity Style | -- |
| 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:
31
-6.017M
Peer Group Low
251.99M
Peer Group High
1 Year
% Rank:
46
35.47M
-143.61M
Peer Group Low
3.388B
Peer Group High
3 Months
% Rank:
37
-79.92M
Peer Group Low
938.29M
Peer Group High
3 Years
% Rank:
42
-66.98M
Peer Group Low
10.83B
Peer Group High
6 Months
% Rank:
46
-136.85M
Peer Group Low
1.585B
Peer Group High
5 Years
% Rank:
40
-13.58M
Peer Group Low
11.73B
Peer Group High
YTD
% Rank:
46
-141.05M
Peer Group Low
3.115B
Peer Group High
10 Years
% Rank:
38
704194.0
Peer Group Low
15.80B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 31, 2025.
*Indicates data for the year is incomplete.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.25% |
| Stock | 91.69% |
| Bond | 6.38% |
| Convertible | 0.00% |
| Preferred | 0.53% |
| Other | 0.14% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Fidelity Series Large Cap Stock Fund | 11.26% | 26.88 | 0.00% |
| Fidelity Series Emerging Markets Opportunities Fnd | 10.17% | 24.61 | 0.16% |
| Fidelity Advisor Series Equity Growth Fund | 8.14% | 16.10 | -0.25% |
| Fidelity Series International Value Fund | 7.50% | 15.64 | 0.26% |
| Fidelity Series International Growth Fund | 7.23% | 19.16 | 0.00% |
| Fidelity Series Overseas Fund | 7.22% | 14.97 | 0.07% |
| Fidelity Series Opportunistic Insights Fund | 7.07% | 25.67 | -0.08% |
| Fidelity Series Value Discovery Fund | 6.64% | 17.14 | -0.12% |
| Fidelity Series Stock Selector Large Cap Value | 6.62% | 14.61 | -0.14% |
| Fidelity Advisor Series Growth Opportunities Fund | 5.70% | 17.69 | -0.23% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.68% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP | No |
| 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 |
| Equity Style | -- |
| 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 (12-30-25) | 1.27% |
| 30-Day SEC Yield (10-3-23) | 0.00% |
| 7-Day SEC Yield (10-3-23) | 0.00% |
| Number of Holdings | 45 |
| Stock | |
| Weighted Average PE Ratio | 29.94 |
| Weighted Average Price to Sales Ratio | 7.353 |
| Weighted Average Price to Book Ratio | 8.019 |
| Weighted Median ROE | 53.40% |
| Weighted Median ROA | 12.39% |
| ROI (TTM) | 18.44% |
| Return on Investment (TTM) | 18.44% |
| Earning Yield | 0.0457 |
| LT Debt / Shareholders Equity | 0.7474 |
| Number of Equity Holdings | 0 |
| Bond | |
| Yield to Maturity (10-31-25) | 4.67% |
| Effective Duration | -- |
| Average Coupon | 3.71% |
| Calculated Average Quality | 2.647 |
| Effective Maturity | 16.40 |
| Nominal Maturity | 16.54 |
| Number of Bond Holdings | 5 |
As of October 31, 2025
Growth Metrics
| EPS Growth (1Y) | 26.75% |
| EPS Growth (3Y) | 16.82% |
| EPS Growth (5Y) | 20.55% |
| Sales Growth (1Y) | 14.93% |
| Sales Growth (3Y) | 12.96% |
| Sales Growth (5Y) | 13.44% |
| Sales per Share Growth (1Y) | 17.87% |
| Sales per Share Growth (3Y) | 13.72% |
| Operating Cash Flow - Growth Rate (3Y) | 16.46% |
As of October 31, 2025
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. |