FHOEX Mutual Fund
FHOEX Mutual Fund
Fidelity Freedom Blend 2040 Fund Class M
FHOEX Mutual Fund Overview
FHOEX Mutual Fund (Fidelity Freedom Blend 2040 Fund Class M) is managed by Fidelity Investments (US) with $6.0M in net assets. FHOEX expense ratio is 0.97%, holding 48 positions across sectors including Unknown, Financials, Other. Inception date: 2018-08-31.
FHOEX performance shows a YTD return of 11.31%. The 1-year return is 23.64% and the 5-year return is 9.28%. FHOEX dividend yield stands at 1.25%, paid semi-annually.
FHOEX top holdings include Fidelity Series Large Cap Value Index Fund (13.5%), Fidelity Series Blue Chip Growth Fund (11.2%), Fidelity Series Emerging Markets Opportunities Fund (9.2%), Fidelity Series Large Cap Growth Index Fund (7.2%), Fidelity Series Large Cap Stock Fund (6.9%). View all FHOEX holdings, sector breakdown, or dividend history.
FHOEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FHOEX alternatives are available via the screener, along with tax-loss harvesting opportunities.