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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1041 | 1057 | 1251 | 1791 | 2098 | 3636 |
| Fund Return | 4.06% | 5.73% | 25.09% | 21.44% | 15.97% | 13.78% |
| Place in category | 29 | 19 | 7 | 1 | 1 | 1 |
| % in Category | 72 | 47 | 17 | 1 | 1 | 1 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity Target Date Basic 2040 | 5.9B | 3.23 | 16.15 | 10.52 | ||
| Fidelity Target Date Basic 2030 | 2.5B | 1.95 | 8.22 | 5.96 | ||
| Fidelity Target Date Active 2050 | 217M | 2.83 | 19.33 | 12.36 | ||
| Fidelity Target Date Active 2040 | 119M | 2.30 | 14.49 | 9.63 | ||
| Fidelity Target Date Active 2030 | 64M | 1.59 | 7.23 | 5.59 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Nomura My Target 2050 DC | 27.24B | 6.32 | 16.57 | 9.79 | ||
| MUKAM Target Year Fund 2050 DC | 15.46B | 5.92 | 14.34 | 8.69 | ||
| Rakuten Target Year 2050 | 7.65B | 4.00 | 16.69 | - | ||
| SJNK SOMPO Target Year Fund 2045 | 4.93B | 7.20 | 14.79 | - | ||
| SMTAM DC Target Year Fund 2045 | 4.85B | -0.09 | 9.06 | 6.36 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Fidelity Index US F Acc | GB00B8KH1W51 | 45.70 | - | - | |
| Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 12.36 | 2.674 | +0.69% | |
| Fidelity Index Japan P Accumulation | GB00BHZK8872 | 12.06 | 2.953 | +0.98% | |
| Vanguard Total International Bond ETF | - | 9.72 | - | - | |
| Vanguard Total Bond Market ETF | - | 8.06 | - | - |
| 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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