FHDEX Mutual Fund

FHDEX Mutual Fund (Fidelity Freedom Blend 2040 Fund Class A) is managed by Fidelity Investments (US) with $33.4M in net assets. FHDEX expense ratio is 0.72%, holding 51 positions across sectors including Financials. Inception date: 2018-08-31.

FHDEX performance shows a YTD return of 12.13%. The 1-year return is 20.89% and the 5-year return is 9.19%. FHDEX dividend yield stands at 1.35%, paid semi-annually.

FHDEX top holdings include Fidelity Series Large Cap Value Index Fund (13.8%), Fidelity Series Blue Chip Growth Fund (11.3%), Fidelity Series Emerging Markets Opportunities Fund (10.5%), Fidelity Series Large Cap Stock Fund (7.4%), Fidelity Series Large Cap Growth Index Fund (7.0%). Go to all FHDEX holdings, FHDEX sectors, or FHDEX dividends.

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