(As of 5/31/2022)

Fidelity ClearPath 2020 Portfolio Series B

(Short Term Target Date Portfolio)

FundGrade A+^® Rating recipient
For more information about FundGrade click here

2017
2016
2015
2014

Inception Return (11/3/2005)	4.63 %
YTD Return	-10.99 %

NAVPS (6/24/2022)	$13.71
Change	$0.11 / 0.83 %

Growth of $10,000 (As of May 31, 2022)

MER	2.17 %
Assets ($mil)	$429.64
Rank (1Yr)	22/31
Std Dev (3Yr)	8.02 %
Volatility Ranking (3Yr)	3/10
RRSP Eligibility	Yes
Load	Front Fee Only
Max Front End	5.00 %
Max Back End	-
Sales Status	Open

Objective

The Fidelity ClearPath Portfolios offer diversification of asset classes (equity, bond and money market) by investing in other underlying Fidelity Funds. They are different to other asset allocation and balanced funds because they are managed such that their investments become more conservative over time, as the target date of each fund approaches. The target date corresponds to the investor's estimated year of retirement.

Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Andrew Dierdorf, Fidelity Management and Research (FMR) Company

Brett F. Sumsion, Fidelity Management and Research (FMR) Company

Bruno Crocco, Fidelity Management and Research (FMR) Company

Sub-Advisor

State Street Global Advisors Ltd.

Pyramis Global Advisors Trust Company

Pyramis Global Advisors LLC

Pyramis Canada ULC

Fidelity Investments Money Management Inc.

Fidelity International Limited

Asset Allocation
(As of March 31, 2022)

Sector Allocation
(As of March 31, 2022)

Geographic Allocation
(As of March 31, 2022)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Fidelity Canadian Bond Fund Series O	Domestic Bonds	Fixed Income	Canada	0.00%
Fidelity Emerging Markets Fund Series B	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Cdn Real Ret Bd Idx Mult Asset Base Fd O	Domestic Bonds	Fixed Income	Canada	0.00%
Fidelity Canadian Disciplined Equity Fund Ser O	Canadian Equity	Mutual Fund	Canada	0.00%
Sov Bd Idx H MA - Ser O	Foreign Bonds	Fixed Income	Multi-National	0.00%
Fidelity International Equity M-Asset Base Fd O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Insights Investment Trust Series O	US Equity	Mutual Fund	United States	0.00%
Fidelity Canadian Short Term Bond Fund Series A	Domestic Bonds	Fixed Income	Canada	0.00%
Fidelity International Equity Investment Trust O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity True North Fund Series B	Canadian Equity	Mutual Fund	Canada	0.00%

Performance Data (As of May 31, 2022)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-0.70	-5.88	-9.34	-10.99	-7.61	2.38	2.33	5.13
Benchmark	-0.28	-5.02	-6.10	-7.84	-4.33	2.16	2.77	3.88
Quartile Ranking	4	4	4	4	3	3	3	2

Calendar Return (%)	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Fund	5.18	9.53	12.23	-3.44	8.40	3.68	4.02	8.40	11.35	7.15
Benchmark	3.73	8.35	10.87	-1.25	4.30	6.19	0.56	9.52	2.02	4.68
Quartile Ranking	3	2	2	4	2	2	3	2	2	3

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2022 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.