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Fidelity Clearpath 2025 Port Series F (0P0000768Z)

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18.593 +0.040    +0.23%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.49B
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
Fidelity ClearPath 2025 Port Series F 18.593 +0.040 +0.23%

0P0000768Z Overview

 
Find basic information about the Fidelity Clearpath 2025 Port Series F 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 0P0000768Z MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.27%
Prev. Close18.55
Risk Rating
TTM Yield1.93%
ROE22.85%
IssuerFidelity Investments Canada ULC
Turnover49.84%
ROA9.48%
Inception DateNov 03, 2005
Total Assets1.49B
ExpensesN/A
Min. Investment500
Market Cap111.17B
Category2025 Target Date Portfolio
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1110 1017 1205 1094 1337 1828
Fund Return 11.05% 1.68% 20.48% 3.02% 5.99% 6.22%
Place in category 1 7 1 3 1 1
% in Category 1 23 1 6 1 1

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 2025 Target Date Portfolio Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Target 2025 Education Fund Seri 1.52B 3.50 0.98 3.88
  Fidelity ClearPath 2025 Port Ser B 1.49B 9.99 1.86 5.02
  Fidelity ClearPath 2025 Port Ser A 1.49B 9.77 1.63 4.79
  Phillips Hager North LifeTime 2025 92.49M 7.19 2.13 5.10

Top Holdings

Name ISIN Weight % Last Change %
Fidelity Cdn Bd Multi-Asset Ba - 13.51 - -
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O - 9.96 - -
Emerging Markets - O - 8.11 - -
Can Rr Bnd Ma Base - O - 7.67 - -
Fidelity International Eq MA Bs O - 7.26 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Neutral Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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