Fidelity Advisor Managed Retirement 2020 Fund Class A (FARVX) Research

This investment product strives to achieve comprehensive returns until its designated target year, generating both current income and an increase in capital value. It accomplishes this by strategically allocating its holdings across a diverse portfolio of other Fidelity funds, encompassing U.S. and international stocks, bonds, and short-term instruments. This diversified structure is specifically designed to facilitate a steady withdrawal strategy for individuals funding their retirement. The portfolio's assets are managed by a neutral, predetermined asset allocation strategy.

Market snapshot

Symbol
FARVX
Price
$60.31
Day change
+0.17%
Market cap
$10.9M
52-week range
55.34-60.79
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Siren DIVCON Dividend Defender ETF (DFND)
  • First Trust Bloomberg Emerging Market Democracies ETF (EMDM)
  • Fidelity Advisor Managed Retirement 2020 Fund Class I (FIIVX)
  • Kurv Yield Premium Strategy Google (GOOGL) ETF (GOOP)
  • Innovator Hedged Nasdaq-100 ETF (QHDG)
  • Amplify SILJ Covered Call ETF (SLJY)
  • ProShares - Ultra FTSE Europe (UPV)
  • US Treasury 3 Year Note ETF (UTRE)

Open Fidelity Advisor Managed Retirement 2020 Fund Class A (FARVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.