FHWEX Mutual Fund

FHWEX Mutual Fund (Fidelity Freedom Blend 2050 Fund Class I) is managed by Fidelity Investments (US) with $51.8M in net assets. FHWEX expense ratio is 0.47%, holding 40 positions across sectors including Financials. Inception date: 2018-08-31.

FHWEX performance shows a YTD return of 11.38%. The 1-year return is 23.77% and the 5-year return is 10.27%. FHWEX dividend yield stands at 1.38%, paid semi-annually.

FHWEX top holdings include Fidelity Series Large Cap Value Index Fund (15.4%), Fidelity Series Blue Chip Growth Fund (12.7%), Fidelity Series Emerging Markets Opportunities Fund (10.3%), Fidelity Series Large Cap Growth Index Fund (8.1%), Fidelity Series Large Cap Stock Fund (7.8%). Go to all FHWEX holdings, FHWEX sectors, or FHWEX dividends.

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