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 318 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 2040 Fund | 0.01% | — | Feb 2001 | FHJEX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FHJEX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FHJEX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | FHJEX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FHJEX vs LTFIX |
Best Risk-Adjusted Alternatives to FHJEX
FHJEX has a PortfoliosLab risk / return rank of 71. There are 220 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | FHJEX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | FHJEX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FHJEX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | FHJEX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | FHJEX vs DRILX |
Top Performing FHJEX Alternatives (YTD)
FHJEX is at 13.98% YTD. There are 8 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | FHJEX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | FHJEX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | FHJEX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | FHJEX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | FHJEX vs FFBQX |
Lowest Volatility Alternatives to FHJEX
FHJEX has 12.69% 1-year volatility. There are 617 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | FHJEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | FHJEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | FHJEX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | FHJEX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | FHJEX vs FRQAX |
Lowest Drawdown Alternatives to FHJEX
FHJEX has a 1-year max drawdown of -9.64%. There are 584 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | FHJEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FHJEX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FHJEX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FHJEX 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 | 73 | 11.71% | — | Feb 1988 | FHJEX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FHJEX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FHJEX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FHJEX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FHJEX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FHJEX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FHJEX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FHJEX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FHJEX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FHJEX vs FTIHX |
Often Compared With FHJEX
Investors most often compare FHJEX with ARFVX, FRQIX, FRHMX. 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