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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1041 | 1223 | 1116 | 1703 | 2292 |
Fund Return | 8.94% | 4.09% | 22.29% | 3.71% | 11.24% | 8.65% |
Place in category | 34 | 20 | 52 | 91 | 17 | 14 |
% in Category | 15 | 13 | 29 | 51 | 14 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 222.34B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 96.8B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 43.87B | -1.10 | -2.94 | 1.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retire Trust Plus55 | 63.67B | 7.51 | 4.18 | 8.41 | ||
The Vanguard Target Retire 2055 Tr1 | 63.67B | 7.50 | 4.17 | 8.39 | ||
The Vanguard Target Retire 2055 Tr2 | 63.67B | 7.50 | 4.16 | 8.38 | ||
Vanguard Target Retirement 2055 Inv | 46.86B | 7.48 | 4.09 | 8.30 | ||
American Funds 2055 Trgt Date RetR6 | 15.83B | 7.53 | 3.96 | 9.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.92 | - | - | |
Fidelity Series Growth Company | - | 9.46 | - | - | |
Fidelity Series Large Cap Stock | - | 9.14 | - | - | |
Fidelity Series International Value | - | 8.13 | - | - | |
Fidelity Series Overseas | - | 8.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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