Fidelity Advisor Managed Retirement 2020 Fund Class A
FARVX
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- Fidelity Advisor Managed Retirement 2020 Fund Class A (FARVX) is an open-end investment company managed by Fidelity Investments that provides a diversified portfolio for investors targeting retirement around 2020. The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds with an asset allocation that adjusts over time to become more conservative as the target date approaches; its current diversification includes approximately 55% U.S. bonds, 17% U.S. stocks, 17% non-U.S. stocks, 6% non-U.S. bonds, and 4% cash. Top holdings feature Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund, Fidelity Series Government Bond Index Fund, Fidelity Series Investment Grade Bond Fund, Fidelity Series Corporate Bond Fund, and Fidelity Series Investment Grade Securitized Fund, representing about 48% of the portfolio. Launched on December 31, 2007, and domiciled in the United States, the fund operates primarily for retail investors through financial advisors in the U.S. market with a net expense ratio of 0.72% and a front-end load of 5.75%; total net assets stand at $10.15 million. Fidelity Investments, headquartered in Boston, Massachusetts and founded in 1946, serves as the fund's sponsor and investment manager. Portfolio managers include Andrew Dierdorf (since June 1, 2009), Brett Sumsion (since January 21, 2014), and recent additions Finola McGuire Foley and Cait Dourney (both since June 1, 2025), reflecting ongoing management enhancements. In a related strategic consolidation within Fidelity's managed retirement fund family, Fidelity Advisor Managed Retirement Fund Class Z6 merged into Fidelity Managed Retirement 2020 Fund Class K6 on May 24, 2024, streamlining share classes and operations across target-date offerings. The fund maintains its focus on the Target-Date 2020 Morningstar category without reported acquisitions, partnerships, or major reorganizations specific to FARVX in the last two years.