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Fidelity Advisor® Managed Retrmt 2020 A FARVX

Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 50.06  /  0.87 %
  • Total Assets 9.4 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Closed
  • TTM Yield 2.77%
  • Turnover 67%

Morningstar’s Analysis FARVX

Will FARVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Fidelity Advisor® Managed Retrmt 2020 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.

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