Fidelity Managed Retirement 2020 FundFARVX
Type
Mutual fund
Peer group
Target-date
Net assets
$8.8M
Expense ratio
0.72%
1-year return
+13.3%
3 years, a year
-29.6%
5 years, a year
-40.0%
Holdings
34
What it aims to do.
Fidelity Managed Retirement 2020 Fund? seeks total return until its horizon date through a combination of current income and capital growth. Thereafter, the fund's objective will be to seek high current income and, as a
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Salem Street Trust | 12.32% |
| Fidelity Income Fund | 11.93% |
| Fidelity Salem Street Trust | 10.98% |
| Fidelity Salem Street Trust | 7.09% |
| Fidelity Advisor Series II | 6.63% |
| Fidelity Investment Trust | 5.01% |
| Fidelity School Street Trust | 4.80% |
| Fidelity Salem Street Trust | 4.79% |
| Fidelity Securities Fund | 4.45% |
| Fidelity Salem Street Trust | 3.41% |
More on FARVX.
- FARVX overview
- FARVX holdings
- FARVX risk
- FARVX costs
- FARVX money in and out
- FARVX share classes
- Compare FARVX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.