Fidelity Advisor Freedom Blend 2040 Z (FHHFX)
| Fund Assets | 4.28B |
| Expense Ratio | 0.39% |
| Min. Investment | $1,000,000,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.39 |
| Dividend Yield | 2.75% |
| Dividend Growth | 79.45% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 14.58 |
| YTD Return | 15.57% |
| 1-Year Return | 15.98% |
| 5-Year Return | 69.08% |
| 52-Week Low | 11.26 |
| 52-Week High | 14.66 |
| Beta (5Y) | n/a |
| Holdings | 45 |
| Inception Date | Aug 31, 2018 |
About FHHFX
Fidelity Advisor Freedom Blend 2040 Fund Class Z is a target-date mutual fund designed for investors planning to retire around the year 2040. Its primary function is to provide a diversified investment solution that automatically adjusts its asset allocation over time, seeking to balance growth and income throughout an investor’s working years and into retirement. The fund invests mainly in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds, utilizing a blend of underlying Fidelity mutual funds to create a diversified portfolio. Initially, the fund emphasizes growth by allocating a higher proportion to equity-based investments. As the target retirement date approaches, it gradually shifts towards more conservative holdings, such as bonds and short-term instruments, to reduce risk and support income needs for retirees. With substantial assets under management and a competitive expense ratio, the fund appeals to investors seeking a professionally managed, all-in-one retirement investment option. It plays a significant role in the market by providing a convenient, age-based asset allocation strategy tailored for long-term retirement planning.
Performance
FHHFX had a total return of 15.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.16%.
Top 10 Holdings
76.80% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Value Index | FIOOX | 13.84% |
| Fidelity Series Blue Chip Growth | FSBDX | 11.38% |
| Fidelity Series Emerging Markets Opps | FEMSX | 9.19% |
| Fidelity Series Large Cp Grwth Idx | FHOFX | 7.27% |
| Fidelity Series Large Cap Stock | FGLGX | 6.77% |
| Fidelity Series International Value | FINVX | 6.26% |
| Fidelity Series International Growth | FIGSX | 6.09% |
| Fidelity Series Overseas | FSOSX | 6.02% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 5.00% |
| Fidelity Series Value Discovery | FNKLX | 4.99% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.084 | May 12, 2025 |
| Dec 30, 2024 | $0.309 | Dec 31, 2024 |
| May 10, 2024 | $0.004 | May 13, 2024 |
| Dec 28, 2023 | $0.215 | Dec 29, 2023 |
| Dec 29, 2022 | $0.267 | Dec 30, 2022 |
| May 6, 2022 | $0.329 | May 9, 2022 |