(As of 12/31/2021)

Fidelity ClearPath 2045 Portfolio Series B

(2035+ Target Date Portfolio)

2014

FundGrade A+^® Rating recipient
For more information about
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Inception Return (11/3/2005)	7.56 %
YTD Return	14.09 %

NAVPS (1/19/2022)	$21.77
Change	($0.08) / -0.35 %

Growth of $10,000 (As of December 31, 2021)

MER	2.28 %
Assets ($mil)	$133.46
Rank (1Yr)	21/55
Std Dev (3Yr)	11.71 %
Volatility Ranking (3Yr)	5/10
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 Investments Canada ULC

Brett F. Sumsion, Fidelity Investments Canada ULC

Bruno Crocco, Fidelity Investments Canada ULC

Sub-Advisor

Data not available

Asset Allocation
(As of September 30, 2021)

Sector Allocation
(As of September 30, 2021)

Geographic Allocation
(As of September 30, 2021)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Fidelity Emerging Markets Fund Series A	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity Insights Investment Trust Series O	US Equity	Mutual Fund	United States	0.00%
Fidelity Canadian Disciplined Equity Fund Ser A	Canadian Equity	Mutual Fund	Canada	0.00%
Fidelity International Equity M-Asset Base Fd O	International Equity	Mutual Fund	Multi-National	0.00%
Intl Eq Investment Tr - O	International Equity	Mutual Fund	Multi-National	0.00%
Fidelity True North Fund Series A	Canadian Equity	Mutual Fund	Canada	0.00%
Fidelity American Disciplined Equity Fund A	US Equity	Mutual Fund	United States	0.00%
Fidelity International Disciplined Equity Fd A	International Equity	Mutual Fund	Multi-National	0.00%
US Div Investment Tr - O	US Equity	Mutual Fund	United States	0.00%
Fidelity Small Cap America Fund Series A	US Equity	Mutual Fund	United States	0.00%

Performance Data (As of December 31, 2021)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	2.43	4.33	4.65	14.09	14.09	14.95	9.96	10.20
Benchmark	1.83	4.26	5.65	11.33	11.33	13.25	10.38	12.01
Quartile Ranking	3	3	3	2	2	2	2	3

Calendar Return (%)	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Fund	14.09	12.91	17.90	-5.38	11.84	5.31	4.78	11.01	22.42	9.59
Benchmark	11.33	12.17	16.29	0.72	11.99	3.66	17.03	13.13	24.73	10.84
Quartile Ranking	2	2	3	3	2	4	3	3	2	3

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