(As of 9/30/2018)

Fidelity ClearPath 2020 Portfolio Series B

(Short Term Target Date Portfolio)



2016
2015
2014
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/3/2005) 		5.16 %
YTD Return 0.39 %
NAVPS
(10/19/2018) 		$15.14
Change $0.02 / 0.14 %
Growth of $10,000 (As of September 30, 2018)
MER 2.17 %
Assets ($mil) $434.06
Rank (1Yr) 7/27
Std Dev (3Yr) 4.82 %
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.
Management Co.
Fidelity Investments Canada ULC
Managers
Andrew Dierdorf, Brett F. Sumsion
 
Asset Allocation
(As of June 30, 2018)
Sector Allocation
(As of June 30, 2018)
Geographic Allocation
(As of June 30, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Bond Fund Series ADomestic BondsMutual FundCanada0.00%
Fidelity American Disciplined Equity Fund AUS EquityMutual FundUnited States0.00%
Fidelity International Equity Private Pool Ser BInternational EquityMutual FundMulti-National0.00%
Fidelity International Disciplined Equity Fd AInternational EquityMutual FundMulti-National0.00%
Fidelity Emerging Markets Fund Series AInternational EquityMutual FundMulti-National0.00%
Fidelity Canadian Disciplined Equity Fund Ser ACanadian EquityMutual FundCanada0.00%
Fidelity Canadian Real Return Bond Idx Invmt Tru ODomestic BondsMutual FundCanada0.00%
Fidelity Canadian Large Cap Fund Series ACanadian EquityMutual FundCanada0.00%
Fidelity True North Fund Series ACanadian EquityMutual FundCanada0.00%
Fidelity Small Cap America Fund Series AUS EquityMutual FundUnited States0.00%

Performance Data (As of September 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.06 -0.76 -0.02 0.39 4.01 4.77 5.90 6.04
Benchmark -1.01 -0.95 1.04 0.00 2.85 3.59 4.48 5.09
Quartile Ranking 4 4 4 2 2 1 1 2

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 8.40 3.68 4.02 8.40 11.35 7.15 0.14 9.66 19.51 -19.79
Benchmark 4.30 6.19 0.56 9.52 2.02 4.68 5.23 9.72 12.33 -4.80
Quartile Ranking 1 1 1 1 1 2 4 1 2 3

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