Fidelity Advisor Managed Retrmt 2025 A (FARFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.63
-1.05 (-1.65%)
Jun 25, 2026, 8:05 AM EST
Fund Assets56.14M
Expense Ratio0.72%
Min. Investment$0.00
Turnover45.00%
Dividend (ttm)2.14
Dividend Yield3.22%
Dividend Growth61.66%
Payout FrequencyMonthly
Ex-Dividend DateJun 3, 2026
Previous Close63.68
YTD Return4.41%
1-Year Return12.71%
5-Year Return20.60%
52-Week Low57.50
52-Week High64.50
Beta (5Y)n/a
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
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 12.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.59%.

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

68.52% of assets
NameSymbolWeight
Fidelity Series Government Bond Index FundFHNFX11.07%
Fidelity Series Investment Grade Bond FundFSIGX10.19%
Fidelity Series 0-5 Year Inflation-Protected Bond Index FundFSTZX7.16%
Fidelity Series Corporate Bond FundFHMFX6.57%
Fidelity Series Investment Grade Securitized FundFHPFX6.14%
Fidelity Series Large Cap Value Index FundFIOOX5.90%
Fidelity Series Emerging Markets Opportunities FundFEMSX5.69%
Fidelity Srs 5+ Yr Inf-Ptctd Bd IdxFSTDX5.65%
Fidelity Series Blue Chip Growth FundFSBDX5.47%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.69%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 3, 2026$0.687Jun 4, 2026
May 1, 2026$0.102May 4, 2026
Apr 1, 2026$0.053Apr 2, 2026
Mar 6, 2026$0.045Mar 9, 2026
Feb 6, 2026$0.040Feb 9, 2026
Dec 30, 2025$0.793Dec 31, 2025
Full Dividend History