Fidelity Advisor Managed Retirement 2005 Fund Class A (FIOAX) Research
This fund aims for comprehensive financial growth through both current income generation and capital appreciation until its designated horizon date. It achieves this by strategically investing in a diverse array of Fidelity-managed portfolios, encompassing U.S. and global equities, fixed-income offerings, and short-term instruments. This investment approach is specifically tailored to support a systematic withdrawal plan, providing investors with income throughout their retirement. The portfolio manager employs a predetermined, balanced allocation strategy across these various asset classes.
Market snapshot
- Symbol
- FIOAX
- Price
- $60.49
- Day change
- +0.13%
- Market cap
- $5.6M
- 52-week range
- 54.71-60.71
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Future Innovators ETF (BFTR)
- Fidelity Advisor Managed Retirement 2005 Fund Class I (FIOIX)
- Global Beta Low Beta ETF (GBLO)
- iShares Inflation Hedged High Yield Bond ETF (HYGI)
- iPath Series B Bloomberg Aluminum Subindex Total Return ETN (JJU)
- Innovator ETFs Trust - Innovator Premium Income 10 Barrier ETF - July (JULD)
- Direxion Low Priced Stock ETF (LOPX)
Open Fidelity Advisor Managed Retirement 2005 Fund Class A (FIOAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.