FEFIX Mutual Fund

FEFIX Mutual Fund (Fidelity Advisor Freedom 2030 Fund Class I) is managed by Fidelity Investments (US) with $108.5M in net assets. FEFIX expense ratio is 0.61%, holding 45 positions across sectors including Financials. Inception date: 2003-07-24.

FEFIX performance shows a YTD return of 6.37%. The 1-year return is 14.17% and the 5-year return is 5.81%. FEFIX dividend yield stands at 5.54%, paid semi-annually.

FEFIX 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 FEFIX holdings, FEFIX sectors, or FEFIX dividends.

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