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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 | 1140 | 976 | 1140 | 1123 | 1546 | 2337 |
Fund Return | 14.03% | -2.37% | 14.03% | 3.94% | 9.1% | 8.86% |
Place in category | 121 | 161 | 121 | 79 | 48 | 10 |
% in Category | 66 | 88 | 66 | 51 | 37 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 352.45B | 4.92 | 3.65 | 1.50 | ||
US3160671075 | 238.59B | 4.95 | 3.68 | 1.53 | ||
US31617H8051 | 109.16B | 5.11 | 3.88 | - | ||
Fidelity US Bond Index Instl Prem | 60.98B | 1.34 | -2.38 | 1.33 | ||
Strategic Advisers Core Income | 41.2B | 2.08 | -2.30 | 1.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2060 Inv | 29.89B | 14.63 | 4.38 | 8.70 | ||
US0669234421 | 3.66B | 16.29 | 4.94 | - | ||
T. Rowe Price Retirement 2060 | 1.56B | 14.20 | 3.66 | 9.00 | ||
Principal LifeTime 2060 Institution | 987M | 13.29 | 3.46 | 8.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Growth Company | - | 10.09 | - | - | |
Fidelity Series Large Cap Stock | - | 9.98 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.55 | - | - | |
Fidelity Series International Growth | - | 7.56 | - | - | |
Fidelity Series Overseas | - | 7.51 | - | - |
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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