Fidelity Advisor Managed Retirement 2020 Fund Class I
FIIVX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 2210
- IPO Date
- Dec 31, 2007
- CIK
- 0000751199
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Advisor Managed Retirement 2020 Fund Class I (FIIVX) is an open-end investment company managed by Fidelity Investments that provides a diversified target-date portfolio designed for investors targeting retirement around 2020, seeking high current income with secondary capital appreciation through a combination of underlying Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds; top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (12.18%), Fidelity Series Government Bond Index Fund (11.66%), Fidelity Series Investment Grade Bond Fund (10.85%), Fidelity Series Corporate Bond Fund (7.01%), and Fidelity Series Investment Grade Securitized Fund (6.70%), representing 48.40% of the portfolio. The fund allocates across asset classes with approximately 55.13% in U.S. bonds, 17.33% in U.S. stocks, 16.96% in non-U.S. stocks, 6.18% in non-U.S. bonds, 4.10% in cash, and 0.30% in other; it maintains a blend investment style for stocks (large-cap) and high credit quality with moderate interest-rate sensitivity for bonds, categorized by Morningstar as Target-Date 2020. Launched on December 31, 2007, and domiciled in the United States with net assets of $10.15 million and a net expense ratio of 0.47%, the fund operates primarily in the U.S. market through Fidelity Investments, headquartered in Boston, Massachusetts. Recent portfolio management changes include the addition of Finola McGuire Foley and Cait Dourney as co-managers effective June 1, 2025, alongside existing managers Andrew Dierdorf (since June 1, 2009) and Brett Sumsion (since January 21, 2014).