Fidelity Freedom Blend 2050 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
7.6%
1 yr return
24.5%
3 Yr Avg Return
18.4%
5 Yr Avg Return
9.3%
Net Assets
$4.02 B
Holdings in Top 10
82.4%
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 21.00%
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
FHWEX - Profile
Distributions
- YTD Total Return 7.6%
- 3 Yr Annualized Total Return 18.4%
- 5 Yr Annualized Total Return 9.3%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 1.72%
- Dividend Yield 2.8%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom Blend 2050 Fund
-
Fund Family NameFidelity Investments
-
Inception DateSep 06, 2018
-
Shares OutstandingN/A
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FHWEX - Performance
Return Ranking - Trailing
| Period | FHWEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.6% | 2.9% | 14.4% | 85.47% |
| 1 Yr | 24.5% | 17.3% | 29.7% | 59.88% |
| 3 Yr | 18.4%* | 13.3% | 21.0% | 56.40% |
| 5 Yr | 9.3%* | 5.4% | 11.4% | 47.62% |
| 10 Yr | N/A* | 8.4% | 12.7% | N/A |
* Annualized
Return Ranking - Calendar
| Period | FHWEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.5% | -2.2% | 20.8% | 5.23% |
| 2024 | 10.9% | -4.9% | 17.5% | 63.95% |
| 2023 | 18.4% | 10.2% | 21.3% | 13.45% |
| 2022 | -23.8% | -38.5% | -18.0% | 52.05% |
| 2021 | 7.0% | -7.8% | 20.4% | 56.79% |
Total Return Ranking - Trailing
| Period | FHWEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 7.6% | 2.9% | 14.4% | 85.47% |
| 1 Yr | 24.5% | 17.3% | 29.7% | 59.88% |
| 3 Yr | 18.4%* | 13.3% | 21.0% | 56.40% |
| 5 Yr | 9.3%* | 5.4% | 11.4% | 47.62% |
| 10 Yr | N/A* | 8.4% | 12.7% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FHWEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 22.6% | 12.4% | 26.1% | 13.95% |
| 2024 | 13.6% | 1.0% | 26.7% | 76.16% |
| 2023 | 20.5% | 13.9% | 37.6% | 42.11% |
| 2022 | -19.1% | -19.9% | -2.1% | 80.70% |
| 2021 | 16.2% | 8.7% | 22.0% | 75.31% |
NAV & Total Return History
FHWEX - Holdings
Concentration Analysis
| FHWEX | Category Low | Category High | FHWEX % Rank | |
|---|---|---|---|---|
| Net Assets | 4.02 B | 20.3 M | 104 B | 24.42% |
| Number of Holdings | 43 | 3 | 83 | 13.37% |
| Net Assets in Top 10 | 3.01 B | 15.9 M | 95.7 B | 27.33% |
| Weighting of Top 10 | 82.43% | 62.2% | 116.3% | 70.00% |
Top 10 Holdings
- Fidelity Series Large Cap Value Index Fund 15.20%
- Fidelity Series Blue Chip Growth Fund 12.62%
- Fidelity Series Emerging Markets Opportunities Fund 10.02%
- Fidelity Series Large Cap Growth Index Fund 7.97%
- FIDELITY SERIES LARGE CAP STOCK FUND 7.72%
- Fidelity Series International Value Fund 6.69%
- Fidelity Series Overseas Fund 6.54%
- Fidelity Series International Growth Fund 6.51%
- Fidelity Series Value Discovery Fund 5.51%
- Fidelity Series Canada Fund 3.65%
Asset Allocation
| Weighting | Return Low | Return High | FHWEX % Rank | |
|---|---|---|---|---|
| Stocks | 99.61% | 0.00% | 100.02% | 55.81% |
| Bonds | 0.29% | 0.00% | 3.84% | 19.19% |
| Cash | 0.13% | 0.00% | 18.27% | 47.09% |
| Convertible Bonds | 0.05% | 0.00% | 0.93% | 68.02% |
| Preferred Stocks | 0.00% | 0.00% | 0.03% | 56.40% |
| Other | -0.02% | -0.22% | 2.02% | 86.63% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FHWEX % Rank | |
|---|---|---|---|---|
| Technology | 18.70% | 16.70% | 24.11% | 56.40% |
| Financial Services | 18.04% | 12.80% | 18.83% | 9.30% |
| Industrials | 11.66% | 9.14% | 12.45% | 22.09% |
| Consumer Cyclical | 11.43% | 9.10% | 13.35% | 36.05% |
| Healthcare | 11.16% | 10.42% | 14.66% | 93.02% |
| Communication Services | 7.34% | 5.69% | 10.12% | 47.09% |
| Basic Materials | 6.11% | 3.28% | 6.86% | 12.79% |
| Consumer Defense | 5.55% | 4.75% | 8.29% | 90.12% |
| Energy | 5.51% | 2.43% | 6.54% | 10.47% |
| Utilities | 2.32% | 1.90% | 3.67% | 87.21% |
| Real Estate | 2.18% | 1.86% | 10.17% | 83.72% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FHWEX % Rank | |
|---|---|---|---|---|
| US | 99.61% | 0.00% | 100.02% | 55.81% |
| Non US | 0.00% | 0.00% | 38.35% | 61.05% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FHWEX % Rank | |
|---|---|---|---|---|
| Government | 54.14% | 4.51% | 74.03% | 11.05% |
| Corporate | 11.07% | 0.99% | 40.61% | 66.28% |
| Securitized | 2.45% | 0.00% | 32.00% | 82.56% |
| Cash & Equivalents | 0.12% | 0.00% | 47.58% | 45.93% |
| Municipal | 0.01% | 0.00% | 3.03% | 79.07% |
| Derivative | -0.02% | -0.22% | 0.07% | 86.63% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FHWEX % Rank | |
|---|---|---|---|---|
| US | 0.29% | 0.00% | 3.67% | 19.19% |
| Non US | 0.00% | 0.00% | 0.17% | 56.98% |
FHWEX - Expenses
Operational Fees
| FHWEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.47% | 0.05% | 4.38% | 74.27% |
| Management Fee | 0.47% | 0.00% | 0.90% | 84.62% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
| FHWEX 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
| FHWEX 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.
| FHWEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 21.00% | 1.00% | 110.00% | 50.97% |
FHWEX - Distributions
Dividend Yield Analysis
| FHWEX | Category Low | Category High | FHWEX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.76% | 0.00% | 5.32% | 70.93% |
Dividend Distribution Analysis
| FHWEX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FHWEX | Category Low | Category High | FHWEX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.72% | -0.36% | 4.43% | 23.35% |
Capital Gain Distribution Analysis
| FHWEX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Monthly | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.266 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.228 | OrdinaryDividend |
| Dec 30, 2025 | $0.011 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.040 | CapitalGainLongTerm |
| May 09, 2025 | $0.086 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.300 | OrdinaryDividend |
| Dec 30, 2024 | $0.201 | OrdinaryDividend |
| Dec 30, 2024 | $0.099 | CapitalGainLongTerm |
| Dec 28, 2023 | $0.178 | OrdinaryDividend |
| Dec 28, 2023 | $0.017 | CapitalGainShortTerm |
| May 12, 2023 | $0.007 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.277 | OrdinaryDividend |
| May 06, 2022 | $0.324 | CapitalGainLongTerm |
| Dec 30, 2021 | $0.790 | OrdinaryDividend |
| May 07, 2021 | $0.269 | OrdinaryDividend |
| Dec 30, 2020 | $0.452 | OrdinaryDividend |
| May 08, 2020 | $0.102 | OrdinaryDividend |
| Dec 30, 2019 | $0.186 | OrdinaryDividend |
| Dec 30, 2019 | $0.037 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.125 | CapitalGainLongTerm |
| May 10, 2019 | $0.001 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.149 | OrdinaryDividend |
| Dec 28, 2018 | $0.037 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.123 | CapitalGainLongTerm |
FHWEX - 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 | 17.09 | 5.8 | 2.41 |