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Fidelity Advisor Freedom 2060 Fund A - FDKPX

Fidelity Advisor Freedom 2060 Fund A - FDKPX

Profile

Data Providers

Quote

  • nav ($)
    10.82
  • nav change
    0.10 / 0.9%
(As of Tuesday May 14, 2019)

Overview

  • distribution channel

    Advice

  • ticker

    FDKPX

  • category

    Mixed-Asset Target 2055+ Funds

  • management type

    Active

  • total assets

    $60.0M

Read description

Fund Scorecard

assets
$60M
Great
flows
$7M
Great
fees
0.91%
Above Average
turnover
16%
Below Average
performance
0.32%
Average
manager tenure
2.6
Average

Advisors Using This Fund

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Holders

ETF Holders

Filing period ending
There is no ETF data available to display at this time.

Balance Summary

holder

    Assets

    Net Assets

    Total Net Assets

    $60.0M

    (Through Apr 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $6.55M

    (Through Jul 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.91%

    Above Average
    There is no Fee data available to display at this time.

    Turnover

    turnover

    16%

    Below Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    0.32%

    There is no Performance data available to display at this time.
    Peer Group consists of 438 Mixed-Asset Target 2055+ Funds funds distributed through Advice channels.

    Risk

    Standard Deviation ¹ 2.72
    Sharpe Ratio ² 1.03
    R-Squared ³ 0.93
    Beta ³ 0.84
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Mixed-Asset Target 2055+ Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Brett Sumsion

      01-01-2014 - present
    • Andrew Dierdorf

      01-01-2014 - present