Fidelity Advisor Managed Retirement 2025 Fund - Class A (FARFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.74
-0.18 (-0.29%)
Apr 30, 2026, 8:05 AM EST
Fund Assets56.14M
Expense Ratio0.72%
Min. Investment$0.00
Turnover45.00%
Dividend (ttm)1.50
Dividend Yield2.24%
Dividend Growth14.99%
Payout FrequencyMonthly
Ex-Dividend DateApr 1, 2026
Previous Close62.92
YTD Return3.30%
1-Year Return14.47%
5-Year Return20.12%
52-Week Low56.16
52-Week High63.30
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 14.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.57%.

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

69.12% of assets
NameSymbolWeight
Fidelity Series Government Bond Index FundFHNFX11.53%
Fidelity Series Investment Grade Bond FundFSIGX10.68%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd IdxFSTZX7.30%
Fidelity Series Corporate Bond FundFHMFX6.84%
Fidelity Series Investment Grade Securitized FundFHPFX6.50%
Fidelity Srs 5+ Yr Inf-Ptctd Bd IdxFSTDX5.97%
Fidelity Series Large Cap Value Index FundFIOOX5.78%
Fidelity Series Emerging Markets Opportunities FundFEMSX5.05%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.89%
Fidelity Series Blue Chip Growth FundFSBDX4.58%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
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
Nov 7, 2025$0.144Nov 10, 2025
Oct 3, 2025$0.056Oct 6, 2025
Full Dividend History