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Fidelity Clearpath 2030 Port Series B (0P000076H7)

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20.379 -0.010    -0.06%
20/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 2.28B
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
Fidelity ClearPath 2030 Port Series B 20.379 -0.010 -0.06%

0P000076H7 Overview

 
Find basic information about the Fidelity Clearpath 2030 Port Series B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000076H7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.05%
Prev. Close20.391
Risk Rating
TTM Yield0.94%
ROE22.85%
IssuerFidelity Investments Canada ULC
Turnover53.02%
ROA9.51%
Inception DateNov 03, 2005
Total Assets2.28B
ExpensesN/A
Min. Investment500
Market Cap112.37B
Category2030 Target Date Portfolio
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Fidelity Clearpath 2030 Port Series B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1118 1017 1215 1086 1334 1741
Fund Return 11.82% 1.65% 21.47% 2.79% 5.93% 5.7%
Place in category 4 11 3 6 4 3
% in Category 19 51 14 24 14 13

Top Other Funds by Fidelity Investments Canada ULC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Balanced Portf F5 16.87B 15.77 6.00 7.55
  Fidelity Global Balanced Portf F8 16.87B 15.76 5.99 7.54
  Fidelity Global Balanced Portf F 16.87B 15.77 6.01 7.55
  Fidelity Global Balanced Portfol B 16.87B 14.67 4.81 6.34
  Fidelity Monthly Income Series F 6.94B 11.47 5.28 5.94

Top Funds for 2030 Target Date Portfolio Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity ClearPath 2030 Port Ser F 2.28B 12.90 3.97 6.91
  RBC Target 2030 Education Fd Sr D 2.1B 7.74 2.69 5.74
  RBC Target 2030 Education Fd Sr A 2.1B 7.01 1.87 4.92
  Phillips Hager North LifeTime 2030 130.53M 9.00 1.77 5.33

Top Holdings

Name ISIN Weight % Last Change %
Fidelity Cdn Bd Multi-Asset Ba - 13.01 - -
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O - 9.45 - -
Emerging Markets - O - 9.30 - -
Fidelity International Eq MA Bs O - 8.31 - -
Insights Investment Tr - O - 6.59 - -

Technical Summary

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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