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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1062 | 1168 | 1106 | 1504 | 2084 |
Fund Return | 6.21% | 6.21% | 16.84% | 3.4% | 8.5% | 7.62% |
Place in category | 45 | 45 | 83 | 149 | 44 | 18 |
% in Category | 18 | 18 | 38 | 78 | 25 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.24 | 2.43 | 1.14 | ||
US3160671075 | 225.09B | 1.22 | 2.45 | 1.17 | ||
US31617H8051 | 96.23B | 1.29 | 2.61 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 105.02B | 5.19 | 4.11 | 7.52 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 5.19 | 4.11 | 7.51 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 | ||
Vanguard Target Retirement 2035 Inv | 96.07B | 5.24 | 4.02 | 7.43 | ||
American Funds 2035 Trgt Date RetR6 | 31.19B | 6.01 | 5.01 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.55 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.01 | - | - | |
Fidelity Series Large Cap Stock | - | 8.01 | - | - | |
Fidelity Series Overseas | - | 6.41 | - | - | |
Fidelity Series International Growth | - | 6.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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