A strong management team and sound investment process underpin Fidelity Advisor® Managed Retrmt 2015 A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 49.58 / 0.68 %
- Total Assets 6.6 Mil
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Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Closed
- TTM Yield 2.83%
- Turnover 60%
Morningstar’s Analysis FARSX
Will FARSX outperform in future?
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