(As of 5/31/2022)

Fidelity ClearPath 2015 Portfolio Series B

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






Inception Return
(11/3/2005)
4.12 %
YTD Return -10.34 %
NAVPS
(6/24/2022)
$12.96
Change $0.08 / 0.61 %
Growth of $10,000 (As of May 31, 2022)
MER 2.12 %
Assets ($mil) $178.71
Rank (1Yr) 24/31
Std Dev (3Yr) 6.96 %
Volatility Ranking (3Yr) 2/10
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 March 31, 2022)
Sector Allocation
(As of March 31, 2022)
Geographic Allocation
(As of March 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Bond Fund Series ODomestic BondsFixed IncomeCanada0.00%
Fidelity Cdn Real Ret Bd Idx Mult Asset Base Fd ODomestic BondsFixed IncomeCanada0.00%
Fidelity Emerging Markets Fund Series BInternational EquityMutual FundMulti-National0.00%
Fidelity Canadian Short Term Bond Fund Series ADomestic BondsFixed IncomeCanada0.00%
Sov Bd Idx H MA - Ser OForeign BondsFixed IncomeMulti-National0.00%
Fidelity Canadian Disciplined Equity Fund Ser OCanadian EquityMutual FundCanada0.00%
Fidelity International Equity M-Asset Base Fd OInternational EquityMutual FundMulti-National0.00%
Fidelity Canadian Money Market Investment Trust OCash and EquivalentsMutual FundCanada0.00%
Fid Gl Infla Hdgd - Ser OInternational EquityMutual FundMulti-National0.00%
Fidelity Insights Investment Trust Series OUS EquityMutual FundUnited States0.00%

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 -0.65 -5.67 -8.82 -10.34 -7.68 1.35 1.65 4.38
Benchmark -0.28 -5.02 -6.10 -7.84 -4.33 2.16 2.77 3.88
Quartile Ranking 3 3 3 3 4 4 4 3

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 3.21 8.51 10.43 -2.86 7.46 3.15 3.58 7.05 10.67 6.50
Benchmark 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52 2.02 4.68
Quartile Ranking 4 3 4 3 3 3 3 3 2 3

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