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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 904 | 1096 | 1179 | 1399 | 1967 |
Fund Return | 5.17% | -9.62% | 9.63% | 5.64% | 6.94% | 7% |
Place in category | 78 | 121 | 14 | 74 | 41 | 17 |
% in Category | 43 | 56 | 9 | 39 | 26 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 273.09B | 3.90 | 1.73 | 0.93 | ||
US3160671075 | 227.11B | 3.92 | 1.74 | 0.96 | ||
US31617H8051 | 88.12B | 4.08 | 1.88 | - | ||
Fidelity US Bond Index Instl Prem | 55.96B | -2.66 | -5.58 | 0.85 | ||
Strategic Advisers Core Income | 47.64B | -2.58 | -5.26 | 1.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 67.19B | 5.48 | 5.70 | 7.06 | ||
The Vanguard Target Retire 2050 Tr2 | 67.19B | 5.48 | 5.70 | 7.05 | ||
Vanguard Target Retire Trust Plus50 | 67.19B | 5.50 | 5.71 | 7.07 | ||
Vanguard Target Retirement 2050 Inv | 59.98B | 5.42 | 5.62 | 6.98 | ||
American Funds 2050 Trgt Date RetR6 | 18.51B | 5.59 | 5.18 | 7.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Series Emerging Markets Opps | - | 11.01 | - | - | |
Fidelity® Series Growth Company | - | 8.96 | - | - | |
Fidelity® Series Large Cap Stock | - | 8.64 | - | - | |
Fidelity® Series International Value | - | 7.94 | - | - | |
Fidelity® Series Overseas | - | 7.64 | - | - |
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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