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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1165 | 1024 | 1273 | 1186 | 1597 | 2292 |
Fund Return | 16.49% | 2.36% | 27.27% | 5.84% | 9.81% | 8.65% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 16.68B | 15.77 | 6.00 | 7.55 | ||
Fidelity Global Balanced Portf F8 | 16.68B | 15.76 | 5.99 | 7.54 | ||
Fidelity Global Balanced Portf F | 16.68B | 15.77 | 6.01 | 7.55 | ||
Fidelity Global Balanced Portfol B | 16.68B | 14.67 | 4.81 | 6.34 | ||
Fidelity Monthly Income Series F | 7.01B | 11.47 | 5.28 | 5.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity ClearPath 2045 Port Series | 1.6B | 18.58 | 6.81 | 8.99 | ||
Primerica Asset Builder V | 835.8M | 11.18 | 3.70 | 4.74 | ||
Primerica Asset Builder VI | 370.08M | 11.45 | 3.75 | 4.93 | ||
Phillips Hager North LifeTime 2045 | 338.17M | 12.94 | 2.22 | 6.50 | ||
Finl BlackRock LifePath 2055 Index | 253.98M | 19.66 | 9.62 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Emerging Markets - O | - | 11.51 | - | - | |
Fidelity International Eq MA Bs O | - | 10.32 | - | - | |
Insights Investment Tr - O | - | 8.79 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 8.47 | - | - | |
Fidelity Blue Chip Grth Multi Ass Base O | - | 6.34 | - | - |
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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