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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1028 | 1141 | 1148 | 1455 | 2219 |
Fund Return | 2.44% | 2.78% | 14.11% | 4.72% | 7.78% | 8.3% |
Place in category | 142 | 98 | 95 | 101 | 75 | 14 |
% in Category | 68 | 52 | 53 | 58 | 50 | 15 |
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% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 117.44B | 2.30 | 5.21 | 7.97 | ||
The Vanguard Target Retire 2035 Tr2 | 117.44B | 2.30 | 5.21 | 7.96 | ||
Vanguard Target Retire Trust Plus35 | 117.44B | 2.30 | 5.22 | 7.98 | ||
Vanguard Target Retirement 2035 Inv | 104.8B | 2.29 | 5.17 | 7.88 | ||
American Funds 2035 Trgt Date RetR6 | 36.42B | 3.15 | 6.20 | 9.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 40.98 | - | - | |
Fidelity Series Global ex US Index | - | 27.50 | - | - | |
Fidelity Series Bond Index | - | 21.16 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.73 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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