FAVUX Mutual Fund

FAVUX Mutual Fund (Fidelity Freedom Index 2060 Fund Premier II Class) is managed by Fidelity Investments (US). FAVUX expense ratio is 0.04%, holding 5 positions across various sectors. Inception date: 2024-08-22.

FAVUX performance shows a YTD return of 10.18%. The 1-year return is 21.38% and the 5-year return is 9.36%. FAVUX dividend yield stands at 1.78%, paid semi-annually.

FAVUX top holdings include Fidelity Series Total Market Index Fund (56.2%), Fidelity Series Global Ex U.S. Index Fund (36.0%), Fidelity Series Long-Term Treasury Bond Index Fund (5.1%), Fidelity Series Bond Index Fund (2.1%), Fidelity Series International Developed Markets Bond Index Fund (0.5%). Go to all FAVUX holdings, FAVUX sectors, or FAVUX dividends.

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