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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1083 | 1219 | 1175 | 1652 | 2324 |
Fund Return | 8.27% | 8.27% | 21.87% | 5.52% | 10.56% | 8.8% |
Place in category | 47 | 47 | 68 | 97 | 19 | 16 |
% in Category | 22 | 22 | 34 | 54 | 15 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.27 | 2.44 | 1.14 | ||
US3160671075 | 222.34B | 1.25 | 2.46 | 1.17 | ||
US31617H8051 | 96.8B | 1.32 | 2.62 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retire Trust Plus55 | 61.48B | 6.87 | 5.78 | 8.61 | ||
The Vanguard Target Retire 2055 Tr1 | 61.48B | 6.87 | 5.77 | 8.59 | ||
The Vanguard Target Retire 2055 Tr2 | 61.48B | 6.86 | 5.76 | 8.58 | ||
Vanguard Target Retirement 2055 Inv | 45.93B | 6.88 | 5.69 | 8.51 | ||
American Funds 2055 Trgt Date RetR6 | 15.27B | 7.86 | 5.87 | 9.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.41 | - | - | |
Fidelity Series Growth Company | - | 9.55 | - | - | |
Fidelity Series Large Cap Stock | - | 8.93 | - | - | |
Fidelity Series Overseas | - | 7.97 | - | - | |
Fidelity Series International Growth | - | 7.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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