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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1019 | 1110 | 1048 | 1407 | - |
Fund Return | 1.72% | 1.86% | 10.97% | 1.57% | 7.07% | - |
Place in category | 145 | 138 | 127 | 90 | 51 | - |
% in Category | 63 | 60 | 63 | 49 | 29 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 | ||
The Vanguard Target Retire 2035 Tr2 | 102.44B | 1.92 | 1.91 | 7.11 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 1.94 | 1.93 | 7.14 | ||
Vanguard Target Retirement 2035 Inv | 93.16B | 1.94 | 1.84 | 7.03 | ||
American Funds 2035 Trgt Date RetR6 | 31.72B | 2.61 | 2.65 | 8.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 42.94 | - | - | |
Fidelity Series Global ex US Index | - | 28.50 | - | - | |
Fidelity Series Bond Index | - | 19.11 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.84 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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