Fidelity Advisor Freedom Blend 2060 Fund - Class Z (FHJEX)
| Fund Assets | 1.08B |
| Expense Ratio | 0.40% |
| Min. Investment | $1,000,000,000 |
| Turnover | 17.00% |
| Dividend (ttm) | 0.42 |
| Dividend Yield | 3.01% |
| Dividend Growth | 100.00% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 13.93 |
| YTD Return | 10.43% |
| 1-Year Return | 17.47% |
| 5-Year Return | 84.33% |
| 52-Week Low | 11.42 |
| 52-Week High | 14.05 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Aug 31, 2018 |
About FHJEX
Fidelity Advisor Freedom Blend 2060 Fund Class Z is a target-date mutual fund designed to provide a high total return until the year 2060, which is its target retirement date. The fund primarily invests in a diversified mix of underlying Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds, creating a blended portfolio that automatically adjusts its asset allocation strategy over time. As the fund approaches its target date, it gradually shifts from a growth-oriented asset mix toward a more conservative allocation, aiming to reduce risk as investors near and enter retirement. After the target year, the fund’s focus transitions to seeking high current income, with capital appreciation as a secondary goal. This fund is tailored for investors planning to retire around 2060 and seeking a professionally managed, all-in-one investment solution that adapts to their evolving needs over the long term. It plays a key role in retirement planning by offering diversification, automatic rebalancing, and a glide path that aligns with investors’ retirement timelines.
Performance
FHJEX had a total return of 17.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.07%.
Top 10 Holdings
82.32% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Value Index Fund | FIOOX | 14.65% |
| Fidelity Series Blue Chip Growth Fund | FSBDX | 12.32% |
| Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.74% |
| Fidelity Series Large Cap Growth Index Fund | FHOFX | 7.91% |
| Fidelity Series International Value Fund | FINVX | 7.23% |
| Fidelity Series Large Cap Stock Fund | FGLGX | 7.14% |
| Fidelity Series Overseas Fund | FSOSX | 6.94% |
| Fidelity Series International Growth Fund | FIGSX | 6.82% |
| Fidelity Series Value Discovery Fund | FNKLX | 5.33% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 4.23% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.084 | May 12, 2025 |
| Dec 30, 2024 | $0.338 | Dec 31, 2024 |
| May 10, 2024 | $0.005 | May 13, 2024 |
| Dec 28, 2023 | $0.206 | Dec 29, 2023 |
| May 12, 2023 | $0.021 | May 15, 2023 |
| Dec 29, 2022 | $0.274 | Dec 30, 2022 |