Fidelity Freedom 2060 Fund K6 (FVTKX)
14.74
-0.09
(-0.61%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| 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 until its target retirement date. The fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The Fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds and short-term 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 Low
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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 March 05, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 1.73% |
| Stock | 85.57% |
| Bond | 6.60% |
| Convertible | 0.00% |
| Preferred | 0.58% |
| Other | 5.52% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Fidelity Series Large Cap Stock Fund | 9.88% | 22.83 | -1.47% |
| Fidelity Series Growth Company Fund | 9.81% | 22.45 | -0.36% |
| Fidelity Series Emerging Markets Opportunities Fnd | 9.71% | 18.85 | 0.91% |
| Fidelity Series International Growth Fund | 7.61% | 18.64 | -0.21% |
| Fidelity Series Overseas Fund | 7.60% | 14.64 | 0.34% |
| Fidelity Series International Value Fund | 7.59% | 13.42 | 0.30% |
| Fidelity Series Stock Selector Large Cap Value | 6.70% | 13.85 | -2.19% |
| Fidelity Series Opportunistic Insights Fund | 6.05% | 23.91 | -1.20% |
| Fidelity Series Value Discovery Fund | 6.00% | 15.62 | -1.70% |
| Fidelity Series Blue Chip Growth Fund | 5.41% | 18.58 | -0.54% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.45% |
| 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 until its target retirement date. The fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The Fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds and short-term 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) | 23.61% |
| EPS Growth (3Y) | 24.64% |
| EPS Growth (5Y) | 15.66% |
| Sales Growth (1Y) | 13.12% |
| Sales Growth (3Y) | 16.05% |
| Sales Growth (5Y) | 12.30% |
| Sales per Share Growth (1Y) | 18.63% |
| Sales per Share Growth (3Y) | 16.15% |
| Operating Cash Flow - Growth Ratge (3Y) | 16.12% |
As of December 31, 2024
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FVTKX", "name") |
| Broad Asset Class: =YCI("M:FVTKX", "broad_asset_class") |
| Broad Category: =YCI("M:FVTKX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FVTKX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |