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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1041 | 1160 | 1090 | 1544 | - |
Fund Return | 4.31% | 4.15% | 16% | 2.92% | 9.07% | - |
Place in category | 47 | 28 | 64 | 85 | 22 | - |
% in Category | 23 | 16 | 32 | 51 | 21 | - |
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% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2060 Inv | 24.88B | 3.24 | 3.19 | 8.08 | ||
US0669234421 | 3.05B | 3.38 | 3.54 | - | ||
T. Rowe Price Retirement 2060 | 1.5B | 4.60 | 2.77 | - | ||
Principal LifeTime 2060 Institution | 922.74M | 3.56 | 2.76 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.52 | - | - | |
Fidelity Series Growth Company | - | 9.45 | - | - | |
Fidelity Series Large Cap Stock | - | 9.05 | - | - | |
Fidelity Series International Value | - | 8.04 | - | - | |
Fidelity Series Overseas | - | 7.89 | - | - |
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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