FAVOX Mutual Fund

FAVOX Mutual Fund (Fidelity Freedom Index 2040 Fund Premier II Class) is managed by Fidelity Investments (US). FAVOX expense ratio is 0.04%, holding 5 positions across various sectors. Inception date: 2024-08-22.

FAVOX performance shows a YTD return of 8.68%. The 1-year return is 18.91% and the 5-year return is 8.54%. FAVOX dividend yield stands at 2.32%, paid semi-annually.

FAVOX 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%). Go to all FAVOX holdings, FAVOX sectors, or FAVOX dividends.

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