FHVEX Mutual Fund

FHVEX Mutual Fund (Fidelity Freedom Blend 2050 Fund Class Z) is managed by Fidelity Investments (US) with $4.7M in net assets. FHVEX expense ratio is 0.37%, holding 47 positions across sectors including Financials. Inception date: 2018-08-31.

FHVEX performance shows a YTD return of 9.90%. The 1-year return is 12.75% and the 5-year return is 8.66%. FHVEX dividend yield stands at 1.45%, paid semi-annually.

FHVEX top holdings include Fidelity Series Large Cap Value Index Fund (15.5%), Fidelity Series Blue Chip Growth Fund (13.2%), Fidelity Series Emerging Markets Opportunities Fund (10.8%), Fidelity Series Large Cap Stock Fund (8.7%), Fidelity Series Large Cap Growth Index Fund (8.4%). Go to all FHVEX holdings, FHVEX sectors, or FHVEX dividends.

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