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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1025 | 1117 | 1032 | 1408 | 2013 |
Fund Return | 2.56% | 2.48% | 11.67% | 1.04% | 7.08% | 7.25% |
Place in category | 58 | 36 | 86 | 150 | 50 | 17 |
% in Category | 25 | 18 | 42 | 80 | 28 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 | ||
The Vanguard Target Retire 2035 Tr2 | 102.44B | 1.92 | 1.91 | 7.11 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 1.94 | 1.93 | 7.14 | ||
Vanguard Target Retirement 2035 Inv | 93.16B | 1.94 | 1.84 | 7.03 | ||
American Funds 2035 Trgt Date RetR6 | 32.08B | 2.61 | 2.65 | 8.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.53 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.97 | - | - | |
Fidelity Series Large Cap Stock | - | 8.09 | - | - | |
Fidelity Series International Value | - | 6.46 | - | - | |
Fidelity Series Overseas | - | 6.33 | - | - |
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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