Fidelity Advisor Freedom 2055 Fund - Class I (FHFIX)
Fund Assets | 1.26B |
Expense Ratio | 0.75% |
Min. Investment | $0.00 |
Turnover | 25.00% |
Dividend (ttm) | 0.61 |
Dividend Yield | 3.69% |
Dividend Growth | 229.19% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 16.43 |
YTD Return | 11.77% |
1-Year Return | 15.37% |
5-Year Return | 81.76% |
52-Week Low | 13.88 |
52-Week High | 16.52 |
Beta (5Y) | 0.86 |
Holdings | 45 |
Inception Date | Jun 1, 2011 |
About FHFIX
Fidelity Advisor Freedom 2055 Fund is an open-end mutual fund designed as a target-date investment solution, primarily for individuals planning to retire around the year 2055. The fund seeks a high total return as its main objective, with a focus on principal preservation as it approaches and passes the target retirement date. It achieves this by investing in a diversified mix of underlying Fidelity funds, which span domestic and international equities, bonds, and short-term investments. The fund's asset allocation is strategically adjusted over time, shifting from a growth-oriented stance to a more conservative posture as the target date nears. This glide path aims to balance growth potential in early years with risk reduction later, ultimately aligning with the asset allocation of the Freedom Income Fund about 10 to 19 years after 2055. The Fidelity Advisor Freedom 2055 Fund plays an important role in retirement planning by providing a managed, age-appropriate investment approach that evolves alongside an investor’s journey to and through retirement.
Performance
FHFIX had a total return of 15.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.06%.
Top 10 Holdings
76.72% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Stock Fund | FGLGX | 10.65% |
Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.73% |
Fidelity Series International Value Fund | FINVX | 8.17% |
Fidelity Advisor Series Equity Growth Fund | FMFMX | 7.94% |
Fidelity Series Overseas Fund | FSOSX | 7.81% |
Fidelity Series International Growth Fund | FIGSX | 7.64% |
Fidelity Series Opportunistic Insights Fund | FVWSX | 6.89% |
Fidelity Series Value Discovery Fund | FNKLX | 6.24% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 6.08% |
Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 5.56% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.609 | May 12, 2025 |
May 10, 2024 | $0.025 | May 13, 2024 |
Dec 28, 2023 | $0.160 | Dec 29, 2023 |
May 12, 2023 | $0.064 | May 15, 2023 |
Dec 29, 2022 | $0.245 | Dec 30, 2022 |
May 13, 2022 | $0.989 | May 16, 2022 |