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By Tim McLaughlin and Renee Dudley BOSTON (Reuters) - For three years, the mutual funds in Fidelity's flagship retirement franchise have outperformed at least 85 percent of their...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1000 | 1054 | 1199 | 1950 | 2265 |
Fund Return | 0% | 0% | 5.36% | 6.23% | 14.29% | 8.52% |
Place in category | 15 | 15 | 95 | 45 | 33 | 14 |
% in Category | 8 | 8 | 61 | 29 | 31 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2060 Inv | 31.05B | -0.57 | 6.23 | 8.38 | ||
US0669234421 | 3.47B | -1.21 | 6.50 | - | ||
T. Rowe Price Retirement 2060 | 1.45B | 0.12 | 6.17 | 8.65 | ||
Principal LifeTime 2060 Institution | 912.26M | -0.81 | 5.80 | 8.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.79 | - | - | |
Fidelity Series Large Cap Stock | - | 9.67 | - | - | |
Fidelity Series Growth Company | - | 9.60 | - | - | |
Fidelity Series International Value | - | 7.94 | - | - | |
Fidelity Series Overseas | - | 7.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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