Fidelity Advisor Managed Retirement 2020 Fund Class I (FIIVX) Research
This fund aims to achieve comprehensive returns, encompassing both income generation and capital appreciation, up until its specified target date. It strategically allocates capital across a variety of Fidelity vehicles, including U.S. and international stock funds, fixed-income instruments, and short-term holdings. This diversified approach is specifically designed to support a systematic withdrawal plan, providing investors with a steady income stream during retirement. The portfolio manager implements a predefined, balanced asset allocation strategy.
Market snapshot
- Symbol
- FIIVX
- Price
- $60.39
- Day change
- +0.17%
- Market cap
- $10.9M
- 52-week range
- 55.43-60.89
- 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 A (FARVX)
- 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 I (FIIVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.