FHZEX Mutual Fund

FHZEX Mutual Fund (Fidelity Freedom Blend 2040 Fund Class C) is managed by Fidelity Investments (US) with $5.1M in net assets. FHZEX expense ratio is 1.47%, holding 48 positions across sectors including Financials. Inception date: 2018-08-31.

FHZEX performance shows a YTD return of 9.30%. The 1-year return is 20.33% and the 5-year return is 7.38%. FHZEX dividend yield stands at 0.93%, paid semi-annually.

FHZEX top holdings include Fidelity Series Large Cap Value Index Fund (13.5%), Fidelity Series Blue Chip Growth Fund (11.2%), Fidelity Series Emerging Markets Opportunities Fund (9.2%), Fidelity Series Large Cap Growth Index Fund (7.2%), Fidelity Series Large Cap Stock Fund (6.9%). Go to all FHZEX holdings, FHZEX sectors, or FHZEX dividends.

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