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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1018 | 1097 | 1074 | 1266 | 1749 |
Fund Return | 1.84% | 1.81% | 9.73% | 2.42% | 4.83% | 5.75% |
Place in category | 80 | 61 | 56 | 82 | 76 | 24 |
% in Category | 54 | 49 | 47 | 74 | 75 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 352.45B | 0.34 | 3.77 | 1.53 | ||
US3160671075 | 238.59B | 0.35 | 3.80 | 1.56 | ||
US31617H8051 | 109.16B | 0.36 | 4.00 | - | ||
Fidelity US Bond Index Instl Prem | 60.98B | 0.50 | -1.54 | 1.15 | ||
Strategic Advisers Core Income | 41.2B | 0.79 | -1.37 | 1.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.97B | 1.51 | 2.90 | 5.77 | ||
The Vanguard Target Retire 2020 Tr1 | 29.6B | 1.51 | 2.93 | 5.84 | ||
The Vanguard Target Retire 2020 Tr2 | 29.6B | 1.49 | 2.92 | 5.82 | ||
Vanguard Target Retire Trust Plus20 | 29.6B | 1.49 | 2.94 | 5.85 | ||
American Funds 2020 Trgt Date RetR6 | 10.19B | 2.38 | 3.99 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 33.22 | - | - | |
Fidelity Series Total Market Index | - | 26.24 | - | - | |
Fidelity Series Global ex US Index | - | 17.59 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.15 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 5.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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