Fidelity Freedom Blend 2035 Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
5.2%
1 yr return
18.6%
3 Yr Avg Return
14.7%
5 Yr Avg Return
7.0%
Net Assets
$5.07 B
Holdings in Top 10
64.6%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.47%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 24.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FHGDX - Profile
Distributions
- YTD Total Return 5.2%
- 3 Yr Annualized Total Return 14.7%
- 5 Yr Annualized Total Return 7.0%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.71%
- Dividend Yield 3.5%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom Blend 2035 Fund
-
Fund Family NameFidelity Investments
-
Inception DateSep 06, 2018
-
Shares OutstandingN/A
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FHGDX - Performance
Return Ranking - Trailing
| Period | FHGDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 5.2% | 1.3% | 12.2% | 84.27% |
| 1 Yr | 18.6% | 12.4% | 23.4% | 56.74% |
| 3 Yr | 14.7%* | 10.3% | 17.0% | 48.88% |
| 5 Yr | 7.0%* | 4.0% | 8.8% | 51.15% |
| 10 Yr | N/A* | 6.5% | 11.1% | N/A |
* Annualized
Return Ranking - Calendar
| Period | FHGDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 15.0% | -6.1% | 17.6% | 5.06% |
| 2024 | 8.2% | -5.7% | 13.2% | 42.70% |
| 2023 | 15.3% | 2.9% | 18.6% | 9.60% |
| 2022 | -22.7% | -35.5% | -11.3% | 68.36% |
| 2021 | 5.7% | -5.5% | 16.8% | 52.69% |
Total Return Ranking - Trailing
| Period | FHGDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 5.2% | 1.3% | 12.2% | 84.27% |
| 1 Yr | 18.6% | 12.4% | 23.4% | 56.74% |
| 3 Yr | 14.7%* | 10.3% | 17.0% | 48.88% |
| 5 Yr | 7.0%* | 4.0% | 8.8% | 51.15% |
| 10 Yr | N/A* | 6.5% | 11.1% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FHGDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 18.4% | 9.7% | 22.1% | 18.54% |
| 2024 | 10.7% | -0.8% | 21.6% | 71.35% |
| 2023 | 17.6% | 11.1% | 30.3% | 32.20% |
| 2022 | -18.4% | -20.9% | 0.1% | 89.83% |
| 2021 | 14.1% | 2.4% | 20.5% | 59.88% |
NAV & Total Return History
FHGDX - Holdings
Concentration Analysis
| FHGDX | Category Low | Category High | FHGDX % Rank | |
|---|---|---|---|---|
| Net Assets | 5.07 B | 16 M | 126 B | 20.79% |
| Number of Holdings | 46 | 2 | 899 | 8.43% |
| Net Assets in Top 10 | 3.04 B | 20.5 M | 119 B | 25.28% |
| Weighting of Top 10 | 64.58% | 58.6% | 128.5% | 83.04% |
Top 10 Holdings
- Fidelity Series Large Cap Value Index Fund 11.09%
- Fidelity Series Blue Chip Growth Fund 9.19%
- Fidelity Series Emerging Markets Opportunities Fund 7.64%
- Fidelity Series Large Cap Growth Index Fund 5.80%
- FIDELITY SERIES LARGE CAP STOCK FUND 5.62%
- Fidelity Series Government Bond Index Fund 5.49%
- Fidelity Series Investment Grade Bond Fund 5.09%
- Fidelity Series International Value Fund 4.95%
- Fidelity Series Overseas Fund 4.86%
- Fidelity Series International Growth Fund 4.84%
Asset Allocation
| Weighting | Return Low | Return High | FHGDX % Rank | |
|---|---|---|---|---|
| Stocks | 99.59% | 0.00% | 99.99% | 46.63% |
| Convertible Bonds | 0.26% | 0.00% | 1.96% | 53.93% |
| Bonds | 0.25% | 0.00% | 46.41% | 24.72% |
| Cash | 0.18% | 0.00% | 37.73% | 45.51% |
| Preferred Stocks | 0.00% | 0.00% | 0.04% | 6.18% |
| Other | -0.02% | -0.10% | 10.15% | 85.96% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FHGDX % Rank | |
|---|---|---|---|---|
| Technology | 18.66% | 16.45% | 23.99% | 60.11% |
| Financial Services | 18.11% | 12.97% | 18.89% | 6.18% |
| Industrials | 11.66% | 8.97% | 12.33% | 17.42% |
| Consumer Cyclical | 11.43% | 9.02% | 13.37% | 27.53% |
| Healthcare | 11.08% | 10.82% | 14.66% | 92.70% |
| Communication Services | 7.32% | 5.69% | 9.88% | 46.63% |
| Basic Materials | 6.19% | 3.30% | 6.92% | 9.55% |
| Consumer Defense | 5.55% | 4.82% | 7.76% | 87.64% |
| Energy | 5.50% | 2.47% | 6.52% | 16.29% |
| Utilities | 2.31% | 1.89% | 3.78% | 87.64% |
| Real Estate | 2.18% | 1.86% | 10.12% | 87.64% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FHGDX % Rank | |
|---|---|---|---|---|
| US | 99.59% | 0.00% | 99.99% | 46.63% |
| Non US | 0.00% | 0.00% | 33.24% | 17.98% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FHGDX % Rank | |
|---|---|---|---|---|
| Government | 46.49% | 11.31% | 77.80% | 25.84% |
| Corporate | 16.44% | 4.92% | 52.90% | 78.09% |
| Securitized | 15.31% | 0.00% | 38.76% | 55.62% |
| Cash & Equivalents | 0.11% | 0.00% | 79.37% | 46.07% |
| Municipal | 0.10% | 0.00% | 1.16% | 69.10% |
| Derivative | -0.02% | -0.10% | 1.50% | 85.96% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FHGDX % Rank | |
|---|---|---|---|---|
| US | 0.25% | 0.00% | 43.44% | 24.72% |
| Non US | 0.00% | 0.00% | 2.98% | 11.80% |
FHGDX - Expenses
Operational Fees
| FHGDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.47% | 0.05% | 14.53% | 69.49% |
| Management Fee | 0.47% | 0.00% | 0.83% | 83.83% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
| FHGDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
| FHGDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | N/A | N/A | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FHGDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 24.00% | 1.60% | 106.00% | 44.38% |
FHGDX - Distributions
Dividend Yield Analysis
| FHGDX | Category Low | Category High | FHGDX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 3.47% | 0.00% | 6.95% | 66.85% |
Dividend Distribution Analysis
| FHGDX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FHGDX | Category Low | Category High | FHGDX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.71% | -0.09% | 3.75% | 24.85% |
Capital Gain Distribution Analysis
| FHGDX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.014 | OrdinaryDividend |
| May 15, 2026 | $0.186 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.254 | OrdinaryDividend |
| Dec 30, 2025 | $0.003 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.058 | CapitalGainLongTerm |
| May 09, 2025 | $0.062 | CapitalGainLongTerm |
| May 09, 2025 | $0.012 | OrdinaryDividend |
| May 09, 2025 | $0.001 | CapitalGainShortTerm |
| Dec 30, 2024 | $0.215 | OrdinaryDividend |
| Dec 30, 2024 | $0.053 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.268 | OrdinaryDividend |
| Dec 28, 2023 | $0.193 | OrdinaryDividend |
| Dec 28, 2023 | $0.014 | CapitalGainShortTerm |
| May 12, 2023 | $0.008 | OrdinaryDividend |
| May 12, 2023 | $0.004 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.248 | OrdinaryDividend |
| May 06, 2022 | $0.296 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.700 | OrdinaryDividend |
| May 07, 2021 | $0.260 | OrdinaryDividend |
| Dec 30, 2020 | $0.445 | OrdinaryDividend |
| May 08, 2020 | $0.116 | OrdinaryDividend |
| Dec 30, 2019 | $0.187 | OrdinaryDividend |
| Dec 30, 2019 | $0.063 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.123 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.142 | OrdinaryDividend |
| Dec 28, 2018 | $0.035 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.081 | CapitalGainLongTerm |
FHGDX - Fund Manager Analysis
Managers
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Aug 31, 2018
3.75
3.8%
Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Brett Sumsion
Start Date
Tenure
Tenure Rank
Aug 31, 2018
3.75
3.8%
Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.08 | 17.59 | 5.81 | 2.41 |