FHOEX Mutual Fund

FHOEX Mutual Fund (Fidelity Freedom Blend 2040 Fund Class M) is managed by Fidelity Investments (US) with $7.1M in net assets. FHOEX expense ratio is 0.97%, holding 51 positions across sectors including Financials. Inception date: 2018-08-31.

FHOEX performance shows a YTD return of 9.77%. The 1-year return is 14.57% and the 5-year return is 8.92%. FHOEX dividend yield stands at 1.27%, paid semi-annually.

FHOEX top holdings include Fidelity Series Large Cap Value Index Fund (14.1%), Fidelity Series Blue Chip Growth Fund (10.9%), Fidelity Series Emerging Markets Opportunities Fund (10.1%), Fidelity Series Large Cap Stock Fund (7.8%), Fidelity Series Large Cap Growth Index Fund (7.1%). Go to all FHOEX holdings, FHOEX sectors, or FHOEX dividends.

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