Fidelity Freedom Blend 2040 Fund (FHARX) Research
This fund aims for substantial overall returns until its designated retirement year. After that date, its main objective shifts to generating significant current income, with capital appreciation becoming a secondary focus. The portfolio primarily invests in a diverse array of underlying Fidelity mutual funds, including those concentrated in U.S. stocks, international equities, fixed-income instruments, and short-duration assets. The fund's adviser utilizes a flexible, neutral asset allocation strategy that evolves progressively. This strategy will eventually converge to an asset mix similar to the Fidelity Freedom® Blend Income Fund, a transition expected to occur approximately 10 to 19 years after 2040.
Market snapshot
- Symbol
- FHARX
- Price
- $16.11
- Day change
- +1.32%
- Market cap
- $5.2B
- 52-week range
- 13.11-16.11
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Advantage Small Cap Core Fund (BDSKX)
- Fidelity Freedom 2010 Fund (FFFCX)
- Fidelity Freedom Blend 2050 Fund (FHAPX)
- Fidelity Freedom Blend 2045 Fund (FHAQX)
- Fidelity Freedom Blend 2035 Fund (FHASX)
- Fidelity Freedom Blend 2030 Fund (FHATX)
- Fidelity Freedom Blend 2025 Fund (FHAUX)
- Fidelity International Capital Appreciation Fund (FIVFX)
Open Fidelity Freedom Blend 2040 Fund (FHARX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.