Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.82: the stock has moved about 18% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) trades at $62.63. Fidelity Advisor Managed Retirement 2025 Fund Class A aims for total return through income and growth until its horizon date. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FARFX: FARFX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) Financial Services Profile
Fidelity Advisor Managed Retirement 2025 Fund Class A seeks total return by strategically allocating assets across various Fidelity funds. As a target-date fund, it adjusts its portfolio to provide income for investors nearing retirement, operating within the competitive asset management landscape.
What Is the Investment Thesis for FARFX?
Fidelity Advisor Managed Retirement 2025 Fund Class A presents a strategy for investors seeking a diversified, hands-off approach to retirement savings. The fund's key value driver is its diversified asset allocation across Fidelity's range of funds, providing exposure to various asset classes and investment styles. A potential growth catalyst is the increasing demand for target-date funds as investors seek simplified retirement planning solutions. The fund's expense ratio and performance relative to its benchmark will be critical factors in attracting and retaining investors. With a market cap of $0.06 billion, the fund faces potential risks related to market volatility and the performance of underlying Fidelity funds. The fund's success depends on its ability to deliver consistent returns while managing risk as it approaches its target date.
Based on FMP financials and quantitative analysis
FARFX Key Highlights
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds.
- The fund follows a neutral asset allocation strategy, adjusting its portfolio over time to become more conservative as the target retirement date approaches.
- The fund's objective is to provide investors with a combination of current income and capital growth until its horizon date.
- The fund is designed to support a withdrawal strategy, providing investors with income in retirement.
- The fund's beta is 0.82, indicating lower volatility compared to the overall market.
Who Are FARFX's Competitors?
FARFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BSTP Innovator Buffer Step-Up Strategy ETF | $40.35 | +0.47% | $61.3M | — |
| DSCF Discipline Fund ETF | $24.13 | -0.23% | $55.5M | — |
| FMED FIDELITY DISRUPTIVE MEDICINE ETF | $31.82 | +0.50% | $72.8M | — |
| GMOV GMO US Value ETF | $31.59 | +0.19% | $90.8M | — |
| IBID iShares iBonds Oct 2027 Term TIPS ETF | $25.77 | -0.08% | $119M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FARFX's Key Strengths?
Strong brand recognition and reputation of Fidelity Investments.
- Diversified asset allocation across various Fidelity funds.
- Experienced investment management team.
- Established distribution network through financial advisors and retirement plans.
What Are FARFX's Weaknesses?
Reliance on the performance of underlying Fidelity funds.
- Expense ratio may be higher than passively managed target-date funds.
- Vulnerability to market volatility and economic downturns.
- Limited flexibility in asset allocation due to neutral strategy.
What Are the Key Risks for FARFX?
Market volatility and economic downturns.
- Underperformance of underlying Fidelity funds.
- Rising interest rates and inflation.
- Intense competition from other asset management firms.
What Are FARFX's Competitive Advantages?
- Brand recognition and reputation of Fidelity Investments.
- Extensive distribution network through financial advisors and retirement plans.
- Diversified asset allocation across various Fidelity funds.
- Experienced investment management team.
What Does FARFX Do?
Fidelity Advisor Managed Retirement 2025 Fund Class A is designed to provide investors with a blend of current income and capital growth, targeting a specific retirement horizon. The fund operates by investing in a diversified mix of Fidelity's proprietary funds, including U.S. equity, international equity, bond, and short-term funds. This approach allows the fund to adjust its asset allocation over time, becoming more conservative as the target retirement date approaches. The fund's strategy is based on a neutral asset allocation model, which means the fund manager does not actively try to time the market or make tactical shifts in asset allocation. Instead, the fund follows a predetermined glide path, gradually shifting from a higher allocation to equities in its early years to a higher allocation to fixed income as the target date nears. This strategy aims to reduce risk as investors approach retirement. The fund is part of Fidelity's broader suite of target-date funds, which are designed to simplify retirement planning for investors by providing a single, diversified investment option that automatically adjusts its asset allocation over time. The fund is available to investors through various channels, including financial advisors and retirement plans.
What Products and Services Does FARFX Offer?
- Invests in a mix of Fidelity U.S. equity funds.
- Allocates assets to international equity funds.
- Includes bond funds in its investment portfolio.
- Utilizes short-term funds for liquidity and stability.
- Targets a specific retirement horizon (2025).
- Adjusts asset allocation over time to become more conservative.
- Supports a withdrawal strategy for retirement income.
- Follows a neutral asset allocation strategy.
How Does FARFX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM grows through investment performance and net inflows from investors.
- Expenses include fund operating costs and distribution fees.
- Profitability depends on managing expenses and delivering competitive investment returns.
What Industry Does FARFX Operate In?
Fidelity Advisor Managed Retirement 2025 Fund Class A operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The target-date fund segment has experienced significant growth as investors seek simplified retirement planning solutions. Key trends in the industry include the increasing adoption of passive investment strategies, the growing demand for sustainable investing options, and the ongoing pressure on fees. Competitors in the target-date fund space include firms like Vanguard and T. Rowe Price, which offer similar products with varying asset allocation strategies and fee structures. The fund's success depends on its ability to differentiate itself through performance, cost, and investor service.
Who Are FARFX's Key Customers?
- Individual investors saving for retirement.
- Retirement plan participants in 401(k) and other employer-sponsored plans.
- Financial advisors seeking diversified investment solutions for their clients.
- Institutions looking for target-date fund options.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FARFX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand recognition and reputation of Fidelity Investments.
- Diversified asset allocation across various Fidelity funds.
- Experienced investment management team.
- Established distribution network through financial advisors and retirement plans.
Bear Case
- Reliance on the performance of underlying Fidelity funds.
- Expense ratio may be higher than passively managed target-date funds.
- Vulnerability to market volatility and economic downturns.
- Limited flexibility in asset allocation due to neutral strategy.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FARFX Latest News
No recent news available for FARFX.
FARFX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FARFX.
Price Targets
Wall Street price target analysis for FARFX.
FARFX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FARFX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) — Financials
What do analysts say about FARFX stock?
Generally, target-date funds are evaluated based on their asset allocation strategy, expense ratio, and performance relative to their benchmark. Key valuation metrics include the fund's net asset value (NAV) and its historical returns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.