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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1037 | 1178 | 1207 | 1570 | 2401 |
Fund Return | 3.04% | 3.67% | 17.75% | 6.47% | 9.45% | 9.15% |
Place in category | 158 | 112 | 114 | 118 | 111 | 36 |
% in Category | 78 | 62 | 68 | 67 | 75 | 43 |
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 2055 Tr1 | 75.15B | 2.91 | 7.03 | 9.25 | ||
The Vanguard Target Retire 2055 Tr2 | 75.15B | 2.90 | 7.02 | 9.24 | ||
Vanguard Target Retire Trust Plus55 | 75.15B | 2.90 | 7.04 | 9.26 | ||
Vanguard Target Retirement 2055 Inv | 53.83B | 2.90 | 7.00 | 9.17 | ||
American Funds 2055 Trgt Date RetR6 | 18.95B | 3.78 | 7.82 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 53.90 | - | - | |
Fidelity Series Global ex US Index | - | 36.19 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.86 | - | - | |
Fidelity Series Bond Index | - | 4.02 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 1.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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