Fidelity Freedom Blend 2040 K (FHYDX)
Fund Assets | 4.28B |
Expense Ratio | 0.39% |
Min. Investment | $1,000,000,000 |
Turnover | 18.00% |
Dividend (ttm) | 0.39 |
Dividend Yield | 2.72% |
Dividend Growth | 79.63% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 14.56 |
YTD Return | 15.49% |
1-Year Return | 15.93% |
5-Year Return | 68.94% |
52-Week Low | 11.24 |
52-Week High | 14.64 |
Beta (5Y) | 0.87 |
Holdings | 45 |
Inception Date | Aug 31, 2018 |
About FHYDX
Fidelity Freedom Blend 2040 Fund is a target-date mutual fund structured to serve individuals planning to retire around the year 2040, typically at age 65. Its primary function is to provide a dynamic investment approach that evolves over time: early on, the fund emphasizes growth through a diversified mix of U.S. and international equity funds, and as the target retirement date approaches, it gradually shifts its allocation toward bond and short-term funds to reduce risk and seek income stability. This asset allocation is actively managed and periodically adjusted to align with the anticipated needs of investors as they near and enter retirement. The fund leverages Fidelity's broad suite of underlying funds and asset classes, providing exposure to domestic and global markets. With a strong focus on risk management, the fund offers investors a convenient, all-in-one solution for retirement planning, reflecting Fidelity's expertise in multi-asset, glide-path strategies. The fund is notable for its focus on high current income as retirement approaches and its prudent blend of growth and income investing.
Performance
FHYDX had a total return of 15.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.15%.
Top 10 Holdings
76.80% of assetsName | 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 | $0.083 | May 12, 2025 |
Dec 30, 2024 | $0.305 | Dec 31, 2024 |
May 10, 2024 | $0.009 | May 13, 2024 |
Dec 28, 2023 | $0.207 | Dec 29, 2023 |
Dec 29, 2022 | $0.268 | Dec 30, 2022 |
May 6, 2022 | $0.329 | May 9, 2022 |