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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1166 | 1029 | 1228 | 1177 | 1584 | - |
Fund Return | 16.61% | 2.95% | 22.77% | 5.59% | 9.64% | - |
Place in category | 82 | 122 | 74 | 75 | 37 | - |
% in Category | 37 | 58 | 36 | 39 | 22 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 340.32B | 4.56 | 3.53 | 1.46 | ||
US3160671075 | 235.1B | 4.58 | 3.56 | 1.49 | ||
US31617H8051 | 106.93B | 4.73 | 3.76 | - | ||
Fidelity US Bond Index Instl Prem | 61.02B | 3.02 | -1.95 | 1.49 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 2.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retire Trust Plus40 | 108.35B | 15.72 | 5.45 | 8.34 | ||
The Vanguard Target Retire 2040 Tr1 | 108.35B | 15.72 | 5.44 | 8.33 | ||
The Vanguard Target Retire 2040 Tr2 | 108.35B | 15.70 | 5.43 | 8.31 | ||
Vanguard Target Retirement 2040 Inv | 94.06B | 15.75 | 5.43 | 8.25 | ||
American Funds 2040 Trgt Date RetR6 | 32.56B | 17.33 | 6.15 | 9.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 51.08 | - | - | |
Fidelity Series Global ex US Index | - | 32.52 | - | - | |
Fidelity Series Bond Index | - | 9.31 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.88 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 2.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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