FHZEX Mutual Fund
FHZEX Mutual Fund
Fidelity Freedom Blend 2040 Fund Class C
FHZEX Mutual Fund Overview
FHZEX Mutual Fund (Fidelity Freedom Blend 2040 Fund Class C) is managed by Fidelity Investments (US) with $5.1M in net assets. FHZEX expense ratio is 1.47%, holding 48 positions across sectors including Unknown, Financials, Other. Inception date: 2018-08-31.
FHZEX performance shows a YTD return of 11.01%. The 1-year return is 22.95% and the 5-year return is 7.71%. FHZEX dividend yield stands at 0.91%, paid semi-annually.
FHZEX 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 FHZEX holdings, sector breakdown, or dividend history.
FHZEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FHZEX alternatives are available via the screener, along with tax-loss harvesting opportunities.