Fidelity Advisor Managed Retrmt 2025 A (FARFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
61.52
+0.18 (0.29%)
Oct 27, 2025, 8:05 AM EDT
0.29%
Fund Assets56.14M
Expense Ratio0.72%
Min. Investment$0.00
Turnover45.00%
Dividend (ttm)1.32
Dividend Yield2.03%
Dividend Growth0.23%
Payout FrequencyMonthly
Ex-Dividend DateOct 3, 2025
Previous Close61.34
YTD Return11.64%
1-Year Return10.35%
5-Year Return29.57%
52-Week Low53.04
52-Week High61.52
Beta (5Y)0.86
Holdings35
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
Stock Exchange NASDAQ
Ticker Symbol FARFX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR

Performance

FARFX had a total return of 10.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.47%.

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

67.71% of assets
NameSymbolWeight
Fidelity Series Government Bd IdxFHNFX10.81%
Fidelity Series Investment Grade BondFSIGX10.12%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd IdxFSTZX6.95%
Fidelity Series Corporate BondFHMFX6.56%
Fidelity Series Invest Grd SecurtzdFHPFX6.26%
Fidelity Srs 5+ Yr Inf-Ptctd Bd IdxFSTDX6.14%
Fidelity Series Large Cap Value IndexFIOOX6.00%
Fidelity Series Emerging Markets OppsFEMSX5.14%
Fidelity Series Blue Chip GrowthFSBDX4.89%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.83%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
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
May 2, 2025$0.085May 5, 2025
Full Dividend History