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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1058 | 1180 | 1092 | 1544 | - |
Fund Return | 11.49% | 5.84% | 18.03% | 2.98% | 9.08% | - |
Place in category | 108 | 45 | 100 | 92 | 50 | - |
% in Category | 49 | 24 | 46 | 49 | 31 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 306.52B | 3.35 | 3.14 | 1.35 | ||
US3160671075 | 220.4B | 3.37 | 3.16 | 1.38 | ||
US31617H8051 | 101.41B | 3.48 | 3.35 | - | ||
Fidelity US Bond Index Instl Prem | 57.69B | 3.12 | -2.13 | 1.61 | ||
Strategic Advisers Core Income | 44.15B | 3.79 | -2.00 | 2.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 113.33B | 11.38 | 3.32 | 7.53 | ||
The Vanguard Target Retire 2035 Tr2 | 113.33B | 11.36 | 3.31 | 7.52 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 11.38 | 3.33 | 7.54 | ||
Vanguard Target Retirement 2035 Inv | 102.22B | 11.44 | 3.26 | 7.44 | ||
American Funds 2035 Trgt Date RetR6 | 33.43B | 12.12 | 3.98 | 8.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 42.76 | - | - | |
Fidelity Series Global ex US Index | - | 27.57 | - | - | |
Fidelity Series Bond Index | - | 19.85 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.91 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.11 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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