(As of 6/30/2024)

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 4.48 %
NAVPS
(7/12/2024)
$15.54
Change $0.06 / 0.38 %
Growth of $10,000 (As of June 30, 2024)
MER 2.17 %
Assets ($mil) $300.30
Rank (1Yr) 11/31
Std Dev (3Yr) 8.02 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
Aims to achieve high total investment return. The Portfolio uses a dynamic asset allocation strategy and invests primarily in underlying funds. These underlying funds generally invest in equity securities, fixed income securities and/or money market instruments. From inception, through to its target date in 2020 and for a period of approximately 20 years thereafter, an increasing proportion of the Portfolio’s assets are invested in securities of fixed income funds and money market funds.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

Fidelity Investments Canada ULC

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, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fidelity Canadian Bond Fund Series ODomestic BondsFixed IncomeCanada0.00%
Sov Bd Idx H MA - Ser ODomestic BondsFixed IncomeCanada0.00%
Fid Gl Infla Hdgd - Ser OInternational EquityMutual FundMulti-National0.00%
Fidelity Cdn Real Ret Bd Idx Mult Asset Base Fd ODomestic BondsFixed IncomeCanada0.00%
Fidelity Insights Investment Trust Series OUS EquityMutual FundUnited States0.00%
Fidelity International Equity M-Asset Base Fd OInternational EquityMutual FundMulti-National0.00%
Fidelity Emerging Markets Fund Series BInternational EquityMutual FundMulti-National0.00%
Fidelity Canadian Short Term Bond Fund Series BDomestic BondsFixed IncomeCanada0.00%
Fidelity Canadian Disciplined Equity Fund Ser OCanadian EquityMutual FundCanada0.00%
Fidelity International Equity Investment Trust OInternational EquityMutual FundMulti-National0.00%

Performance Data (As of June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.77 1.33 4.48 4.48 8.21 -0.01 3.06 3.99
Benchmark 1.88 0.62 1.28 1.28 5.85 0.23 2.35 3.27
Quartile Ranking 3 2 1 1 2 3 3 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 7.61 -12.97 5.18 9.53 12.23 -3.44 8.40 3.68 4.02 8.40
Benchmark 7.79 -9.93 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52
Quartile Ranking 2 4 3 2 2 4 2 2 3 2

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