FFIZX Mutual Fund
FFIZX Mutual Fund
Fidelity Freedom Index 2040 Fund Institutional Premium Class
FFIZX Mutual Fund Overview
FFIZX Mutual Fund (Fidelity Freedom Index 2040 Fund Institutional Premium Class) is managed by Fidelity Investments (US) with $2.50B in net assets. FFIZX expense ratio is 0.08%, holding 5 positions across sectors including Unknown. Inception date: 2015-06-24.
FFIZX performance shows a YTD return of 9.67%. The 1-year return is 20.79% and the 5-year return is 8.86%. FFIZX dividend yield stands at 2.25%, paid semi-annually.
FFIZX top holdings include Fidelity Series Total Market Index Fund (48.3%), Fidelity Series Global Ex U.S. Index Fund (31.0%), Fidelity Series Bond Index Fund (12.7%), Fidelity Series Long-Term Treasury Bond Index Fund (4.9%), Fidelity Series International Developed Markets Bond Index Fund (3.0%). View all FFIZX holdings, sector breakdown, or dividend history.
FFIZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FFIZX alternatives are available via the screener, along with tax-loss harvesting opportunities.