Fidelity Advisor Freedom Blend 2040 Fund Class I (FHJFX) 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 FHJFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHJFX
FHJFX charges 0.49% annually. There are 405 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 | FHJFX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FHJFX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FHJFX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FHJFX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FHJFX vs LTRIX |
Best Risk-Adjusted Alternatives to FHJFX
FHJFX has a PortfoliosLab risk / return rank of 74. There are 126 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | FHJFX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | FHJFX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | FHJFX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | FHJFX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | FHJFX vs FRAMX |
Top Performing FHJFX Alternatives (YTD)
FHJFX is at 12.75% YTD. There are 115 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 | FHJFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FHJFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FHJFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FHJFX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | FHJFX vs FFSZX |
Lowest Volatility Alternatives to FHJFX
FHJFX has 12.14% 1-year volatility. There are 437 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | FHJFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | FHJFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | FHJFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | FHJFX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | FHJFX vs FRIMX |
Lowest Drawdown Alternatives to FHJFX
FHJFX has a 1-year max drawdown of -8.67%. There are 433 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 | FHJFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FHJFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FHJFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FHJFX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | FHJFX vs FRQKX |
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 | 66 | 10.19% | — | Feb 1988 | FHJFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FHJFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FHJFX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FHJFX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FHJFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FHJFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FHJFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FHJFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FHJFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FHJFX vs FTIHX |
Often Compared With FHJFX
Investors most often compare FHJFX with FNSDX, FCTKX, FRQIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FHJFX with Any Fund or Stock
Compare FHJFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHJFX with funds that move differently
Fidelity Advisor Freedom Blend 2040 Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHJFX.
Explore FHJFX Diversifiers