Mutual FundsCategories

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CompanyCountrySymbol
  • Fund Categories
    Short-term Target Date Portfolio
    (Canada)
  • YTD Change+7.46%
  • Avg. MER*---

RISK RETURN ANALYSIS & FUND DETAILS

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NameMorningstarMER1 Year Return
FID020
Fidelity ClearPath 2020 Portfolio Series F
0.95%
+17.79%
FID702
Fidelity ClearPath 2020 Portfolio Series B
2.10%
+16.45%
FID402
Fidelity ClearPath 2020 Portfolio Series A
2.36%
+16.13%
RBF359
Phillips, Hager & North LifeTime 2020 Series F
0.62%
+16.05%
RBF1910
Phillips, Hager & North LifeTime 2020 Fund D
0.90%
+15.72%
FID015
Fidelity ClearPath 2015 Port Series F
0.90%
+15.34%
RBF1900
Phillips, Hager & North LifeTime 2015 Fund D
0.90%
+15.16%
FID715
Fidelity ClearPath 2015 Port Series B
2.05%
+14.03%
FID415
Fidelity ClearPath 2015 Port Series A
2.28%
+13.75%
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Short-term Target Date Portfolio

These are target-date funds that mature in 2020 or earlier. This includes any target date funds that are passed their target date but remain active.

FUND STRATEGIES

Data as of Thursday, Oct 31, 2024
The average amount that it costs to operate a fund on investors’ behalf. The Management Expense Ratio (MER) includes advisor fees, custodial fess, taxes, 12b-1 fees, and other operating expenses. This is an important measure, especially for those investors focusing on post-expense returns.
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NameMER
RBF359
Phillips, Hager & North LifeTime 2020 Series F
0.62%
RBF1900
Phillips, Hager & North LifeTime 2015 Fund D
0.90%
RBF1910
Phillips, Hager & North LifeTime 2020 Fund D
0.90%
FID015
Fidelity ClearPath 2015 Port Series F
0.90%
FID020
Fidelity ClearPath 2020 Portfolio Series F
0.95%
FID715
Fidelity ClearPath 2015 Port Series B
2.05%
FID702
Fidelity ClearPath 2020 Portfolio Series B
2.10%
FID415
Fidelity ClearPath 2015 Port Series A
2.28%
FID402
Fidelity ClearPath 2020 Portfolio Series A
2.36%