Fidelity Advisor Managed Retrmt 2025 A (FARFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
65.69
+0.05 (0.08%)
At close: Dec 26, 2025
10.16%
Fund Assets56.14M
Expense Ratio0.72%
Min. Investment$0.00
Turnover45.00%
Dividend (ttm)1.37
Dividend Yield2.09%
Dividend Growth-0.44%
Payout Frequencyn/a
Ex-Dividend DateNov 7, 2025
Previous Close65.64
YTD Return13.54%
1-Year Return12.68%
5-Year Return21.88%
52-Week Low55.78
52-Week High65.69
Beta (5Y)0.86
Holdings34
Inception DateDec 31, 2007

About FARFX

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Fund Family Fidelity
Category Target-Date 2025
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FARFX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR

Performance

FARFX had a total return of 12.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.65%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FHRFXClass K60.27%
FKRFXClass K0.37%
FIRFXFidelity Advisor Managed Retirement 2025 Fund: Class I0.47%

Top 10 Holdings

69.44% of assets
NameSymbolWeight
Fidelity Series Government Bond Index FundFHNFX11.21%
Fidelity Series Investment Grade Bond FundFSIGX10.43%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd IdxFSTZX7.02%
Fidelity Series Corporate Bond FundFHMFX6.71%
Fidelity Series Investment Grade Securitized FundFHPFX6.39%
Fidelity Series Large Cap Value Index FundFIOOX6.06%
Fidelity Srs 5+ Yr Inf-Ptctd Bd IdxFSTDX6.05%
Fidelity Series Emerging Markets Opportunities FundFEMSX5.53%
Fidelity Series Blue Chip Growth FundFSBDX5.15%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.90%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 7, 2025$0.144Nov 10, 2025
Oct 3, 2025$0.056Oct 6, 2025
Sep 5, 2025$0.049Sep 8, 2025
Aug 1, 2025$0.128Aug 4, 2025
Jul 11, 2025$0.045Jul 14, 2025
Jun 6, 2025$0.058Jun 9, 2025
Full Dividend History