See what your fund actually adds

Fidelity Freedom Index 2060 Fund - Investor Class FDKLX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FDKLX compared with its replication portfolio
MeasureFDKLXReplication
Annualized growth9.5%11.2%
Annualized volatility14.1%14.5%
Sharpe ratio0.710.80
Maximum drawdown26.1%23.7%
Replication fit (R²)0.99 · Tracking error 1.5%

Replication portfolio

The published portfolio below is the investable basket used to model FDKLX’s historical return behavior.

FDKLX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap28.3%
VTIUS Broad Market21.5%
VEAIntl · Developed21.4%
VWOEmerging Markets15.3%
VTVStyle · Value13.4%