FHPEX Mutual Fund

FHPEX Mutual Fund (Fidelity Freedom Blend 2055 Fund Class Z) is managed by Fidelity Investments (US) with $5.0M in net assets. FHPEX expense ratio is 0.37%, holding 42 positions across sectors including Financials. Inception date: 2018-08-31.

FHPEX performance shows a YTD return of 11.60%. The 1-year return is 24.00% and the 5-year return is 9.72%. FHPEX dividend yield stands at 1.40%, paid semi-annually.

FHPEX top holdings include Fidelity Series Large Cap Value Index Fund (15.9%), Fidelity Series Blue Chip Growth Fund (13.1%), Fidelity Series Emerging Markets Opportunities Fund (11.4%), Fidelity Series Large Cap Stock Fund (8.6%), Fidelity Series Large Cap Growth Index Fund (8.1%). Go to all FHPEX holdings, FHPEX sectors, or FHPEX dividends.

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