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Fidelity Freedom Blend 2040 (FHARX)

11.97
+0.11
+(0.93%)
As of 8:09:12 AM EDT. Market Open.
Loading Chart for FHARX
  • Previous Close 11.86
  • YTD Return 0.16%
  • Expense Ratio 0.49%
  • Category Target-Date 2040
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 3.5B
  • Beta (5Y Monthly) 1.26
  • Yield 1.69%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.21
  • Inception Date Aug 31, 2018

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2040.

Fidelity Investments

Fund Family

Target-Date 2040

Fund Category

3.5B

Net Assets

2018-08-31

Inception Date

Performance Overview: FHARX

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Trailing returns as of 4/10/2025. Category is Target-Date 2040.

YTD Return

FHARX
0.16%
Category
10.80%
 

1-Year Return

FHARX
5.44%
Category
33.59%
 

3-Year Return

FHARX
5.50%
Category
12.99%
 

5-Year Return

FHARX
13.58%
Category
12.87%
 

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Holdings: FHARX

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Sector Weightings

SectorFHARX
Technology   21.25%
Industrials   13.53%
Healthcare   9.08%
Energy   4.36%
Utilities   2.18%
Real Estate   1.73%

Recent News: FHARX

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Research Reports: FHARX

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