- What does FHATX invest in?
- This fund, the Fidelity Freedom Blend 2030, is designed to deliver significant overall growth up until its designated target retirement year of 2030. After this date, its primary aim shifts to generating substantial current income, with capital appreciation becoming a secondary objective. The portfolio predominantly invests in a variety of underlying Fidelity funds, encompassing U.S. and international stock investments, bond holdings, and short-term instruments. The fund's assets are managed using a dynamic, neutral allocation strategy that progressively modifies its composition over time. This methodical adjustment continues until its asset mix aligns closely with that of the Fidelity Freedom Blend Income Fund, a transition expected to occur roughly 10 to 19 years past 2030.
- What is the expense ratio of FHATX?
- Fidelity Freedom Blend 2030 Fund (FHATX) charges an expense ratio of 0.46%. This is the annual fee deducted from fund assets to cover management and operations.
- What is FHATX's dividend yield?
- FHATX's trailing-twelve-month yield is 3.64%, calculated from the sum of dividends over the past year divided by the current price.
- What is the duration of FHATX?
- Effective duration measures FHATX's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. FHATX's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of FHATX?
- FHATX's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of FHATX?
- Yield to maturity (YTM) is the total return you'd earn from FHATX if every bond in the portfolio is held to maturity at the current price. FHATX's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
