(As of 4/30/2022)

Fidelity ClearPath 2060 Portfolio Series A

(2035+ Target Date Portfolio)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(5/15/2018)
5.53 %
YTD Return -11.99 %
NAVPS
(5/13/2022)
$10.93
Change $0.19 / 1.76 %
Growth of $10,000 (As of April 30, 2022)
MER 2.53 %
Assets ($mil) $0.21
Rank (1Yr) 48/55
Std Dev (3Yr) 12.12 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 6.00 %
Sales Status Open
 
Objective
The Portfolio aims to achieve high total investment return. The Portfolio uses a dynamic asset allocation strategy and invests primarily in underlying funds.
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 March 31, 2022)
Sector Allocation
(As of March 31, 2022)
Geographic Allocation
(As of March 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Emerging Markets Fund Series BInternational EquityMutual FundMulti-National0.00%
Fidelity Insights Investment Trust Series OUS EquityMutual FundUnited States0.00%
Fidelity Canadian Disciplined Equity Fund Ser OCanadian EquityMutual FundCanada0.00%
Fidelity International Equity M-Asset Base Fd OInternational EquityMutual FundMulti-National0.00%
Fidelity International Equity Investment Trust OInternational EquityMutual FundMulti-National0.00%
Fidelity True North Fund Series BCanadian EquityMutual FundCanada0.00%
Fidelity American Disciplined Equity Fund OUS EquityMutual FundUnited States0.00%
Fidelity International Disciplined Equity Fd AInternational EquityMutual FundMulti-National0.00%
Fidelity U.S. Dividend Investment Trust Series OUS EquityMutual FundUnited States0.00%
Fidelity Small Cap America Fund Series BUS EquityMutual FundUnited States0.00%

Performance Data (As of April 30, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.85 -8.94 -10.68 -11.99 -4.62 5.53 -    -   
Benchmark -5.11 -8.12 -9.10 -11.78 -4.08 5.04 5.78 10.02
Quartile Ranking 3 4 4 3 4 3 - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 13.78 12.69 17.63 -      -      -      -      -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 3 3 3 - - - - - - -

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