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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1042 | 1160 | 1090 | 1543 | 2239 |
Fund Return | 4.31% | 4.16% | 15.96% | 2.92% | 9.06% | 8.39% |
Place in category | 43 | 27 | 64 | 83 | 18 | 15 |
% in Category | 21 | 17 | 33 | 47 | 13 | 16 |
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 2055 Tr1 | 60.38B | 3.24 | 3.24 | 8.17 | ||
The Vanguard Target Retire 2055 Tr2 | 60.38B | 3.24 | 3.23 | 8.15 | ||
Vanguard Target Retire Trust Plus55 | 60.38B | 3.25 | 3.25 | 8.18 | ||
Vanguard Target Retirement 2055 Inv | 44.64B | 3.23 | 3.17 | 8.08 | ||
American Funds 2055 Trgt Date RetR6 | 14.91B | 3.93 | 3.18 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.51 | - | - | |
Fidelity Series Growth Company | - | 9.45 | - | - | |
Fidelity Series Large Cap Stock | - | 9.05 | - | - | |
Fidelity Series International Value | - | 8.04 | - | - | |
Fidelity Series Overseas | - | 7.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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