Morningstar

Fidelity Freedom Blend 2040 Fund FHARX

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  • NAV / 1-Day Return $15.68  /  −0.32 %
  • Fund Size $5.4B
  • Adjusted Expense Ratio 0.470%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.50%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FHARX

Will FHARX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FHARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FHARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FHARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This robust target-date series recently completed its 2025 changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

The Fidelity Freedom Blend and Advisor Freedom Blend series recently completed their 2025 enhancements, with encouraging results to date. The updates strengthen an already robust target-date approach for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FHARX

More FHARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Value Index

13.59 746M
—

Fidelity Series Blue Chip Growth

11.54 633M
—

Fidelity Series Emerging Markets Opps

10.18 558M
—

Fidelity Series Large Cap Stock

7.67 421M
—

Fidelity Series Large Cp Grwth Idx

7.36 404M
—

Fidelity Series Overseas

5.88 323M
—

Fidelity Series International Value

5.83 320M
—

Fidelity Series International Growth

5.82 319M
—

Fidelity Series Value Discovery

4.90 269M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.48 246M
Government

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