Fidelity Advisor Managed Retirement 2005 Fund Class I (FIOIX) Research

This fund primarily allocates its assets among various underlying Fidelity investment vehicles, encompassing U.S. and international equity funds, bond funds, and short-term instruments. Its investment strategy is meticulously designed to facilitate a systematic withdrawal plan, with the ultimate goal of providing a consistent income stream for investors during their retirement years.

Market snapshot

Symbol
FIOIX
Price
$60.47
Day change
+0.13%
Market cap
$5.1M
52-week range
54.7-60.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Pacer CSOP FTSE China A50 ETF (AFTY)
  • Global X MSCI China Communication Services ETF (CHIC)
  • IQ Cleaner Transport ETF (CLNR)
  • WisdomTree Dynamic Bearish U.S. Equity Fund (DYB)
  • Fidelity Advisor Managed Retirement 2005 Fund Class A (FIOAX)
  • Franklin FTSE Italy ETF (FLIY)
  • Simplify Nasdaq 100 plus Downside  convexity ETF (QQD)
  • Arrow QVM Equity Factor ETF (QVM)

Open Fidelity Advisor Managed Retirement 2005 Fund Class I (FIOIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.