Fidelity Freedom 2040 K6 (FHTKX)
Fund Assets | 30.51B |
Expense Ratio | 0.45% |
Min. Investment | $0.00 |
Turnover | 20.00% |
Dividend (ttm) | 0.61 |
Dividend Yield | 4.83% |
Dividend Growth | 178.64% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 12.73 |
YTD Return | 13.33% |
1-Year Return | 16.15% |
5-Year Return | 75.91% |
52-Week Low | 10.45 |
52-Week High | 12.89 |
Beta (5Y) | n/a |
Holdings | 45 |
Inception Date | Sep 6, 2000 |
About FHTKX
Fidelity Freedom 2040 Fund Class K6 is a target-date mutual fund designed to serve investors planning to retire around the year 2040, typically at or near age 65. The fund’s primary function is to provide a diversified investment solution that dynamically adjusts its asset allocation over time, becoming more conservative as the target retirement date approaches. Its portfolio consists of a broad mix of underlying Fidelity mutual funds, including U.S. and international equities, bonds, and short-term investments. Currently, it allocates approximately 45% of assets to domestic equities and 42% to foreign equities, reflecting a growth-oriented stance suitable for investors with a long-term horizon. Managed by an experienced asset-allocation team, the fund leverages Fidelity’s research-driven approach and a wide range of well-regarded underlying strategies. With net assets nearing $29 billion, Fidelity Freedom 2040 Fund Class K6 plays a significant role in retirement planning for individuals and institutional participants, emphasizing long-term growth while progressively managing risk as investors approach retirement age.
Performance
FHTKX had a total return of 16.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.51%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
Symbol | Share Class | Expense Ratio |
---|---|---|
FSNVX | Class K | 0.63% |
Top 10 Holdings
67.00% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Growth Company | FCGSX | 8.78% |
Fidelity Series Emerging Markets Opps | FEMSX | 8.68% |
Fidelity Series Large Cap Stock | FGLGX | 8.58% |
Fidelity Series International Value | FINVX | 6.72% |
Fidelity Series International Growth | FIGSX | 6.64% |
Fidelity Series Overseas | FSOSX | 6.64% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.56% |
Fidelity Series Opportunistic Insights | FVWSX | 5.23% |
Fidelity Series Investment Grade Bond | FSIGX | 5.12% |
Fidelity Series Value Discovery | FNKLX | 5.06% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.311 | May 12, 2025 |
Dec 30, 2024 | $0.302 | Dec 31, 2024 |
May 10, 2024 | $0.046 | May 13, 2024 |
Dec 28, 2023 | $0.174 | Dec 29, 2023 |
May 12, 2023 | $0.035 | May 15, 2023 |
Dec 29, 2022 | $0.358 | Dec 30, 2022 |