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

This fund aims to deliver robust overall returns until its specified target date, through a combination of generating current income and appreciating capital. It achieves this by strategically investing in various underlying Fidelity funds, including those focused on U.S. stocks, international equities, fixed-income securities, and short-term holdings. The specific allocation of these assets is designed to support a methodical withdrawal strategy, ultimately providing investors with a steady income during their retirement years. The portfolio manager implements a consistent, neutral approach to asset allocation.

Market snapshot

Symbol
FARFX
Price
$62.63
Day change
-1.65%
Market cap
$54.5M
52-week range
57.73-64.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Innovator Buffer Step-Up Strategy ETF (BSTP)
  • Discipline Fund ETF (DSCF)
  • Fidelity Disruptive Medicine ETF (FMED)
  • GMO US Value ETF (GMOV)
  • iShares iBonds Oct 2027 Term TIPS ETF (IBID)
  • iShares LifePath Target Date 2035 ETF (ITDC)
  • MRP SynthEquity ETF (SNTH)
  • LeaderShares Equity Skew ETF (SQEW)

Open Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.