Fidelity Freedom Blend 2020 Fund (FHAVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.88: the stock has moved about 12% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Freedom Blend 2020 Fund (FHAVX) trades at $12.18. Fidelity Freedom Blend 2020 Fund is a target date fund that invests in a mix of Fidelity's U.S. equity, international equity, bond, and short-term funds. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FHAVX: FHAVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Freedom Blend 2020 Fund (FHAVX) Financial Services Profile
Fidelity Freedom Blend 2020 Fund is a target date fund within the asset management sector, providing a diversified portfolio of Fidelity funds with an asset allocation strategy that shifts over time. It offers investors a simplified approach to retirement planning, automatically adjusting risk exposure as the target date approaches, with a current market cap of $1.19 billion.
What Is the Investment Thesis for FHAVX?
Fidelity Freedom Blend 2020 Fund presents a simplified investment solution for retirement planning, offering diversification through a mix of underlying Fidelity funds. With a market capitalization of $1.19 billion, the fund's performance is closely tied to the performance of its underlying assets and the effectiveness of its asset allocation strategy. A key value driver is the fund's automatic glide path, which adjusts the asset mix over time to reduce risk as the target date approaches. The fund's beta of 0.88 suggests lower volatility compared to the broader market. The absence of a dividend yield may deter some income-focused investors. The fund's success hinges on Fidelity's ability to effectively manage its underlying funds and execute its asset allocation strategy.
Based on FMP financials and quantitative analysis
FHAVX Key Highlights
Market capitalization of $1.19 billion, indicating a substantial asset base.
- Beta of 0.88, suggesting lower volatility compared to the overall market.
- Invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds, providing diversification.
- The fund's asset allocation strategy adjusts over time, becoming more conservative as the target date approaches.
- Managed by Fidelity Investments, a large and established asset manager with a long track record.
Who Are FHAVX's Competitors?
FHAVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVEGX Ave Maria Growth Fund | $56.28 | +0.63% | $1.26B | — |
| CTFAX Columbia Thermostat Fund | $18.33 | +0.16% | $1.23B | — |
| FHANX Fidelity Freedom Blend 2060 Fund | $17.21 | +0.64% | $1.80B | — |
| LTFIX Principal LifeTime 2055 Fund | $19.28 | +0.63% | $1.17B | — |
| NFJ Virtus Dividend, Interest & Premium Strategy Fund | $15.11 | 0.00% | $1.42B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FHAVX's Key Strengths?
Strong brand recognition and reputation of Fidelity Investments.
- Diversified portfolio through investments in underlying Fidelity funds.
- Automatic asset allocation adjustment over time.
- Experienced management team at Fidelity.
What Are FHAVX's Weaknesses?
Performance dependent on the performance of underlying Fidelity funds.
- Fees can be higher compared to passively managed funds.
- Lack of flexibility in asset allocation for individual investors.
- No dividend yield.
What Are the Key Risks for FHAVX?
Market volatility impacting the value of underlying investments.
- Underperformance of underlying Fidelity funds.
- Changes in interest rates affecting bond fund performance.
- Economic downturns reducing investor confidence and AUM.
- Competition from other asset managers offering similar products.
What Are FHAVX's Competitive Advantages?
- Brand recognition and reputation of Fidelity Investments.
- Scale and distribution network of Fidelity.
- Proprietary asset allocation strategy.
- Access to Fidelity's research and investment expertise.
What Does FHAVX Do?
Fidelity Freedom Blend 2020 Fund is a target date fund managed by Fidelity Investments. The fund operates by investing in a combination of other Fidelity funds, including U.S. equity funds, international equity funds, bond funds, and short-term funds. This approach allows investors to gain exposure to a diversified portfolio through a single investment vehicle. The fund's primary objective is to provide a balance of growth and income, adjusting its asset allocation over time to become more conservative as it approaches its target date. The fund's asset allocation strategy is designed to gradually shift towards a more income-oriented portfolio, similar to the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2020. This glide path is intended to reduce risk as investors get closer to retirement. Fidelity Investments, founded in 1946, is one of the largest asset managers globally, providing a wide range of financial products and services to individual and institutional investors. The Freedom Blend series offers various target date options, each tailored to a specific retirement year, providing investors with a convenient way to manage their retirement savings.
What Products and Services Does FHAVX Offer?
- Invests in a mix of Fidelity U.S. equity funds.
- Invests in a mix of Fidelity international equity funds.
- Invests in a mix of Fidelity bond funds.
- Invests in a mix of Fidelity short-term funds.
- Adjusts asset allocation over time to become more conservative.
- Manages assets according to a neutral asset allocation strategy.
- Aims for an allocation similar to Fidelity Freedom Blend Income Fund 10-19 years after 2020.
How Does FHAVX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is derived from investments in underlying Fidelity funds.
- Fees are calculated as a percentage of the fund's net asset value.
What Industry Does FHAVX Operate In?
Fidelity Freedom Blend 2020 Fund operates within the asset management industry, which is characterized by a wide range of investment products and services. Target date funds, like FHAVX, have become increasingly popular as a simplified retirement savings solution. The industry is highly competitive, with major players including Vanguard, BlackRock, and State Street. Market trends include the growing demand for passive investment strategies and the increasing focus on sustainable investing. The asset management industry is expected to continue to grow, driven by factors such as an aging population and the increasing need for retirement savings.
Who Are FHAVX's Key Customers?
- Individual investors saving for retirement.
- Retirement plans and institutions.
- Investors seeking a diversified portfolio through a single fund.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -2.1%.
FHAVX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand recognition and reputation of Fidelity Investments.
- Diversified portfolio through investments in underlying Fidelity funds.
- Automatic asset allocation adjustment over time.
- Experienced management team at Fidelity.
Bear Case
- Performance dependent on the performance of underlying Fidelity funds.
- Fees can be higher compared to passively managed funds.
- Lack of flexibility in asset allocation for individual investors.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FHAVX Latest News
No recent news available for FHAVX.
FHAVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FHAVX.
Price Targets
Wall Street price target analysis for FHAVX.
FHAVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FHAVX; grades run from A+ (80-100) to F (below 30).
Fidelity Freedom Blend 2020 Fund Financials Stock: Key Questions Answered
What does Fidelity Freedom Blend 2020 Fund do?
Fidelity Freedom Blend 2020 Fund is a target date fund designed to simplify retirement savings. It invests in a diversified portfolio of underlying Fidelity funds, including U.S. equity, international equity, bond, and short-term funds.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.