Fidelity Freedom Blend 2055 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
7.2%
1 yr return
23.3%
3 Yr Avg Return
17.3%
5 Yr Avg Return
8.2%
Net Assets
$2.86 B
Holdings in Top 10
83.0%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.47%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 20.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FHREX - Profile
Distributions
- YTD Total Return 7.2%
- 3 Yr Annualized Total Return 17.3%
- 5 Yr Annualized Total Return 8.2%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 0.90%
- Dividend Yield 1.7%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom Blend 2055 Fund
-
Fund Family NameFidelity Investments
-
Inception DateSep 06, 2018
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerBrett Sumsion
Fund Description
FHREX - Performance
Return Ranking - Trailing
| Period | FHREX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.2% | 3.3% | 14.4% | 92.27% |
| 1 Yr | 23.3% | 18.0% | 30.3% | 80.66% |
| 3 Yr | 17.3%* | 13.3% | 21.6% | 83.43% |
| 5 Yr | 8.2%* | 3.9% | 12.0% | 88.64% |
| 10 Yr | N/A* | 8.8% | 12.8% | N/A |
* Annualized
Return Ranking - Calendar
| Period | FHREX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.1% | -1.6% | 21.9% | 11.60% |
| 2024 | 10.5% | -6.2% | 17.9% | 72.38% |
| 2023 | 17.6% | 2.5% | 21.5% | 48.60% |
| 2022 | -24.1% | -37.6% | -17.9% | 61.45% |
| 2021 | 6.7% | -9.7% | 20.3% | 57.06% |
Total Return Ranking - Trailing
| Period | FHREX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.2% | 3.3% | 14.4% | 92.27% |
| 1 Yr | 23.3% | 18.0% | 30.3% | 80.66% |
| 3 Yr | 17.3%* | 13.3% | 21.6% | 83.43% |
| 5 Yr | 8.2%* | 3.9% | 12.0% | 88.64% |
| 10 Yr | N/A* | 8.8% | 12.8% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FHREX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 21.4% | 12.8% | 27.0% | 27.07% |
| 2024 | 12.5% | 0.0% | 27.1% | 92.82% |
| 2023 | 19.3% | 10.6% | 36.3% | 72.07% |
| 2022 | -19.9% | -20.4% | 0.3% | 96.09% |
| 2021 | 15.0% | 1.2% | 22.5% | 92.94% |
NAV & Total Return History
FHREX - Holdings
Concentration Analysis
| FHREX | Category Low | Category High | FHREX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.86 B | 12.1 M | 73.4 B | 18.23% |
| Number of Holdings | 43 | 2 | 83 | 9.94% |
| Net Assets in Top 10 | 2.13 B | 9.59 M | 67.2 B | 19.34% |
| Weighting of Top 10 | 82.97% | 62.4% | 134.2% | 72.25% |
Top 10 Holdings
- Fidelity Series Large Cap Value Index Fund 15.31%
- Fidelity Series Blue Chip Growth Fund 12.71%
- Fidelity Series Emerging Markets Opportunities Fund 10.08%
- Fidelity Series Large Cap Growth Index Fund 8.03%
- FIDELITY SERIES LARGE CAP STOCK FUND 7.78%
- Fidelity Series International Value Fund 6.74%
- Fidelity Series Overseas Fund 6.56%
- Fidelity Series International Growth Fund 6.54%
- Fidelity Series Value Discovery Fund 5.56%
- Fidelity Series Canada Fund 3.67%
Asset Allocation
| Weighting | Return Low | Return High | FHREX % Rank | |
|---|---|---|---|---|
| Stocks | 99.61% | 0.00% | 100.05% | 51.38% |
| Bonds | 0.29% | 0.00% | 3.35% | 19.34% |
| Cash | 0.12% | 0.00% | 35.22% | 49.72% |
| Convertible Bonds | 0.05% | 0.00% | 1.00% | 51.93% |
| Preferred Stocks | 0.00% | 0.00% | 0.03% | 4.42% |
| Other | -0.02% | -0.24% | 11.68% | 77.90% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FHREX % Rank | |
|---|---|---|---|---|
| Technology | 18.70% | 16.71% | 24.10% | 61.88% |
| Financial Services | 18.04% | 12.57% | 18.90% | 6.08% |
| Industrials | 11.66% | 9.12% | 12.53% | 19.89% |
| Consumer Cyclical | 11.43% | 9.22% | 13.40% | 33.70% |
| Healthcare | 11.16% | 10.32% | 14.65% | 88.95% |
| Communication Services | 7.34% | 5.69% | 10.32% | 46.96% |
| Basic Materials | 6.11% | 3.25% | 6.79% | 8.84% |
| Consumer Defense | 5.55% | 4.75% | 7.70% | 82.87% |
| Energy | 5.51% | 2.42% | 5.97% | 6.08% |
| Utilities | 2.32% | 1.89% | 3.67% | 77.90% |
| Real Estate | 2.18% | 1.72% | 10.21% | 80.66% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FHREX % Rank | |
|---|---|---|---|---|
| US | 99.61% | 0.00% | 100.05% | 51.38% |
| Non US | 0.00% | 0.00% | 39.18% | 16.57% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FHREX % Rank | |
|---|---|---|---|---|
| Government | 54.19% | 1.77% | 73.78% | 7.73% |
| Corporate | 11.07% | 0.99% | 40.57% | 59.67% |
| Securitized | 2.45% | 0.00% | 27.58% | 76.80% |
| Cash & Equivalents | 0.12% | 0.00% | 86.55% | 44.20% |
| Municipal | 0.01% | 0.00% | 1.17% | 74.59% |
| Derivative | -0.02% | -0.24% | 1.48% | 77.90% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FHREX % Rank | |
|---|---|---|---|---|
| US | 0.29% | 0.00% | 3.16% | 19.34% |
| Non US | 0.00% | 0.00% | 0.19% | 10.50% |
FHREX - Expenses
Operational Fees
| FHREX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.47% | 0.05% | 10.10% | 15.56% |
| Management Fee | 0.47% | 0.00% | 0.92% | 82.84% |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 88.10% |
| Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
| FHREX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | 1.00% | 1.00% | 4.00% | 18.18% |
Trading Fees
| FHREX 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.
| FHREX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 20.00% | 0.00% | 116.00% | 49.08% |
FHREX - Distributions
Dividend Yield Analysis
| FHREX | Category Low | Category High | FHREX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 1.74% | 0.00% | 5.56% | 79.56% |
Dividend Distribution Analysis
| FHREX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FHREX | Category Low | Category High | FHREX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.90% | -0.38% | 3.85% | 64.67% |
Capital Gain Distribution Analysis
| FHREX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Semi-Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.273 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.140 | OrdinaryDividend |
| Dec 30, 2025 | $0.011 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.027 | CapitalGainLongTerm |
| May 09, 2025 | $0.088 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.116 | OrdinaryDividend |
| Dec 30, 2024 | $0.108 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.224 | OrdinaryDividend |
| Dec 28, 2023 | $0.120 | OrdinaryDividend |
| Dec 28, 2023 | $0.018 | CapitalGainShortTerm |
| May 12, 2023 | $0.017 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.220 | OrdinaryDividend |
| May 06, 2022 | $0.319 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.701 | OrdinaryDividend |
| May 07, 2021 | $0.256 | CapitalGainLongTerm |
| Dec 30, 2020 | $0.381 | OrdinaryDividend |
| May 08, 2020 | $0.085 | CapitalGainLongTerm |
| Dec 30, 2019 | $0.101 | OrdinaryDividend |
| Dec 30, 2019 | $0.032 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.110 | CapitalGainLongTerm |
| May 10, 2019 | $0.002 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.118 | OrdinaryDividend |
| Dec 28, 2018 | $0.038 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.126 | CapitalGainLongTerm |
FHREX - Fund Manager Analysis
Managers
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.
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.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.08 | 14.26 | 5.47 | 2.41 |