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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 912 | 1071 | 1114 | 1335 | - |
Fund Return | 3.53% | -8.81% | 7.15% | 3.65% | 5.95% | - |
Place in category | 74 | 168 | 43 | 96 | 42 | - |
% in Category | 43 | 79 | 26 | 46 | 25 | - |
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 2035 Tr2 | 86.44B | 4.07 | 3.71 | 6.25 | ||
Vanguard Target Retire Trust Plus35 | 86.44B | 4.11 | 3.74 | 6.27 | ||
The Vanguard Target Retire 2035 Tr1 | 86.44B | 4.10 | 3.72 | 6.26 | ||
Vanguard Target Retirement 2035 Inv | 80.43B | 4.03 | 3.62 | 6.16 | ||
American Funds 2035 Trgt Date RetR6 | 27.5B | 3.67 | 4.60 | 7.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Series Total Market Index | - | 43.17 | - | - | |
Fidelity® Series Global ex US Index | - | 29.12 | - | - | |
Fidelity® Series Bond Index | - | 18.73 | - | - | |
Fidelity® Series Long-Term Trs Bd Idx | - | 4.78 | - | - | |
Fidelity® Series Intl Dev Mkts Bd Idx | - | 4.02 | - | - |
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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