Morningstar

Fidelity Advisor Freedom Blend 2040 Fund - Class A FHDEX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.20  /  −0.06 %
  • Total Assets 5.3B
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.35%
  • Turnover 18%

USD | NAV as of Aug 18, 2026 | 1-Day Return as of Aug 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FHDEX

Will FHDEX 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 FHDEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FHDEX 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 FHDEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This robust target-date series recently underwent changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Updates to the Fidelity Freedom Blend and Advisor Freedom Blend target-date funds continue to keep them as strong choices for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FHDEX

More FHDEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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