FBIFX Mutual Fund

FBIFX Mutual Fund (Fidelity Freedom Index 2040 Fund Investor Class) is managed by Fidelity Investments (US) with $1.86B in net assets. FBIFX expense ratio is 0.12%, holding 5 positions across various sectors. Inception date: 2009-10-02.

FBIFX performance shows a YTD return of 8.62%. The 1-year return is 18.80% and the 5-year return is 8.49%. FBIFX dividend yield stands at 2.25%, paid semi-annually.

FBIFX 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 FBIFX holdings, FBIFX sectors, or FBIFX dividends.

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