FHATX : Fidelity Freedom® Blend 2030 Fund

FHATX is a Allocation Market Target-Date with HIGH fees.

FHATX

Fidelity Freedom® Blend 2030 Fund

FI Score

51 /100

Expense Ratio Rating

4 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

51% FI Score
  • fhatx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Blend 2030 Fund

Expenses: 0.53% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). It allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2030.

Largest Holdings

Amount Holding
10.28% Fidelity® Series Large Cap Value Index
9.36% Fidelity® Series Emerging Markets Opps
7.53% Fidelity® Series Blue Chip Growth
5.59% Fidelity® Series Investment Grade Bond
5.57% Fidelity® Series Large Cap Stock
5.57% Fidelity® Series Large Cp Grwth Idx
5.47% Fidelity® Series Government Bd Idx
5.14% Fidelity® Series International Growth
5.05% Fidelity® Series International Value
4.99% Fidelity® Series Overseas
4.81% Fidelity® Series Infl-Prtct Bd Idx
3.75% Fidelity® Series Corporate Bond
3.72% Fidelity® Series Invest Grd Securtzd
3.38% Fidelity® Series Value Discovery
3.03% Fidelity® Series Commodity Strategy
2.77% Fidelity® Series Small Cap Opps
2.35% Fidelity® Series Treasury Bill Index
2.19% Fidelity® Series Long-Term Trs Bd Idx
1.97% Fidelity® Series International Index
1.76% Fidelity® Series Canada
1.60% Fidelity® Series International Sm Cap
1.04% Fidelity® Series Emerging Markets
0.71% Fidelity® Series High Income
0.60% Fidelity® Series Emerging Markets Debt
0.41% Fidelity® Series Real Estate Income

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo