FARVX Mutual Fund

FARVX Mutual Fund (Fidelity Advisor Managed Retirement 2020 Fund Class A) is managed by Fidelity Investments (US) with $214,110.94 in net assets. FARVX expense ratio is 0.72%, holding 34 positions across various sectors. Inception date: 2007-12-31.

FARVX performance shows a YTD return of 4.85%. The 1-year return is 13.31% and the 5-year return is 3.64%. FARVX dividend yield stands at 2.47%, paid monthly.

FARVX top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (12.5%), Fidelity Series Government Bond Index Fund (12.1%), Fidelity Series Investment Grade Bond Fund (11.3%), Fidelity Series Corporate Bond Fund (7.3%), Fidelity Series Investment Grade Securitized Fund (6.9%). Go to all FARVX holdings, FARVX sectors, or FARVX dividends.

FARVX can be compared against other funds. Use FARVX overlap to find shared positions, or FARVX vs another fund for a side-by-side view. FARVX alternatives are available via the screener, along with tax-loss harvesting opportunities.