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Fidelity Advisor Managed Retrmt 2020 I (FIIVX)

52.93
+0.04
+(0.08%)
At close: April 17 at 8:00:46 PM EDT
Loading Chart for FIIVX
  • Previous Close 52.89
  • YTD Return 1.86%
  • Expense Ratio 0.47%
  • Category Target-Date 2020
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 9.33M
  • Beta (5Y Monthly) 0.79
  • Yield 2.71%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.16
  • Inception Date Dec 31, 2007

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Fidelity Investments

Fund Family

Target-Date 2020

Fund Category

9.33M

Net Assets

2007-12-31

Inception Date

Performance Overview: FIIVX

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Trailing returns as of 4/17/2025. Category is Target-Date 2020.

YTD Return

FIIVX
1.86%
Category
5.78%
 

1-Year Return

FIIVX
5.23%
Category
18.91%
 

3-Year Return

FIIVX
2.47%
Category
9.48%
 

5-Year Return

FIIVX
6.22%
Category
8.82%
 

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Holdings: FIIVX

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Sector Weightings

SectorFIIVX
Technology   20.77%
Industrials   14.03%
Healthcare   8.55%
Energy   4.35%
Utilities   2.00%
Real Estate   1.72%

Recent News: FIIVX

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Research Reports: FIIVX

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