FAFEX Mutual Fund

FAFEX Mutual Fund (Fidelity Advisor Freedom 2030 Fund Class A) is managed by Fidelity Investments (US) with $1.11B in net assets. FAFEX expense ratio is 0.86%, holding 45 positions across sectors including Financials. Inception date: 2003-07-24.

FAFEX performance shows a YTD return of 6.21%. The 1-year return is 13.85% and the 5-year return is 5.91%. FAFEX dividend yield stands at 5.46%, paid semi-annually.

FAFEX top holdings include Fidelity Series Investment Grade Bond Fund (21.2%), Fidelity Series Emerging Markets Opportunities Fund (7.0%), Fidelity Series Large Cap Stock Fund (7.0%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (6.5%), Fidelity Advisor Series Equity Growth Fund (5.1%). Go to all FAFEX holdings, FAFEX sectors, or FAFEX dividends.

FAFEX can be compared against other funds. Use FAFEX overlap to find shared positions, or FAFEX vs another fund for a side-by-side view. FAFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.