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Morningstar

Fidelity Advisor® Managed Retrmt 2010 A FRQAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 50.08  /  0.24 %
  • Total Assets 6.0 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Closed
  • TTM Yield 3.39%
  • Turnover 54%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FRQAX

Will FRQAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRQAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FRQAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FRQAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Advisor ® Managed Retrmt 2010 A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FRQAX

More FRQAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 34
  • % Assets in Top 10 Holdings 78.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

18.26
1,126,023
—

Fidelity® Series Investment Grade Bond

11.92
735,454
—

Fidelity® Series Government Bd Idx

11.64
718,141
—

Fidelity® Series Invest Grd Securtzd

8.10
499,673
—

Fidelity® Series Corporate Bond

8.04
496,004
—

Fidelity® Series Treasury Bill Index

6.03
371,992
—

Fidelity® Series Emerging Markets Opps

4.54
279,768
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.87
238,544
—

Fidelity® Series Long-Term Trs Bd Idx

3.78
233,009
—

Fidelity® Series Large Cap Value Index

2.17
133,709
—