Fidelity Freedom Blend 2015 Fund Class K (FHEEX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FHEEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHEEX
FHEEX charges 0.33% annually. There are 262 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FHEEX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FHEEX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FHEEX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FHEEX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FHEEX vs PLTZX |
Best Risk-Adjusted Alternatives to FHEEX
FHEEX has a PortfoliosLab risk / return rank of 67. There are 147 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | FHEEX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | FHEEX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | FHEEX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | FHEEX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FHEEX vs PADLX |
Top Performing FHEEX Alternatives (YTD)
FHEEX is at 5.77% YTD. There are 492 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | FHEEX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FHEEX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FHEEX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FHEEX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | FHEEX vs FCTKX |
Lowest Volatility Alternatives to FHEEX
FHEEX has 6.41% 1-year volatility. There are 133 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.48% | — | Nov 2015 | FHEEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | FHEEX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FHEEX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FHEEX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | FHEEX vs FRQAX |
Lowest Drawdown Alternatives to FHEEX
FHEEX has a 1-year max drawdown of -4.68%. There are 108 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FHEEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FHEEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FHEEX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FHEEX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FHEEX vs FRKMX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 59 | 9.96% | — | Feb 1988 | FHEEX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 93 | 71.48% | — | Jul 1985 | FHEEX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 61 | 10.79% | — | — | FHEEX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 60 | 10.82% | — | — | FHEEX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 20 | 4.22% | — | — | FHEEX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 63 | 16.13% | — | Dec 1987 | FHEEX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.07% | 176.32B | May 1967 | FHEEX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 55 | 9.80% | — | — | FHEEX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.82% | — | Nov 1997 | FHEEX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FHEEX vs FTIHX |
Often Compared With FHEEX
Investors most often compare FHEEX with FFSZX, FVTKX, IRSOX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FHEEX with Any Fund or Stock
Compare FHEEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHEEX with funds that move differently
Fidelity Freedom Blend 2015 Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHEEX.
Explore FHEEX Diversifiers