Fidelity Advisor Freedom Blend 2060 Fund Class Z (FHJEX) 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 FHJEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHJEX
FHJEX charges 0.39% annually. There are 319 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 | FHJEX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | FHJEX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FHJEX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FHJEX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FHJEX vs PLWIX |
Best Risk-Adjusted Alternatives to FHJEX
FHJEX has a PortfoliosLab risk / return rank of 66. There are 278 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FHJEX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FHJEX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FHJEX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FHJEX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FHJEX vs URTRX |
Top Performing FHJEX Alternatives (YTD)
FHJEX is at 12.12% YTD. There are 11 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FHJEX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FHJEX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FHJEX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FHJEX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FHJEX vs FQLSX |
Lowest Volatility Alternatives to FHJEX
FHJEX has 14.36% 1-year volatility. There are 606 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FHJEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FHJEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FHJEX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FHJEX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FHJEX vs DRIQX |
Lowest Drawdown Alternatives to FHJEX
FHJEX has a 1-year max drawdown of -9.64%. There are 560 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 | FHJEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FHJEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FHJEX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FHJEX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FHJEX vs PRMYX |
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 | 64 | 9.35% | — | Feb 1988 | FHJEX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FHJEX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FHJEX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FHJEX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FHJEX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FHJEX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FHJEX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FHJEX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FHJEX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FHJEX vs FTIHX |
Often Compared With FHJEX
Investors most often compare FHJEX with ARFVX, FHAMX, FHMEX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FHJEX with Any Fund or Stock
Compare FHJEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHJEX with funds that move differently
Fidelity Advisor Freedom Blend 2060 Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHJEX.
Explore FHJEX Diversifiers