Target Date 2050
Currently tracking Fidelity ClearPath®2050 PortfolioJune 30, 2025
Fund Overview
Primary investments include other Fidelity funds and ETFs which generally invest in equity, fixed income and/or money market instruments. From inception to its target date in 2050 and for a period of approximately twenty years thereafter, an increasing proportion of the Fund's assets will gradually be invested in securities of fixed income and money market funds.
Risk Rating
This fund's risk rating is Medium
As of March 31, 2025
Top 10 Holdings (%)
As of March 31, 2025
Growth of $10,000
As of June 30, 2025
For the period 06/30/2015 through 06/30/2025 with $10,000 CAD investment, The value of the investment would be $20,554
Calendar Return (%)
As of June 30, 2025
Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 20.12 | 13.48 | -13.34 | 13.86 | 12.69 | 17.62 | -5.56 | 11.61 | 5.11 | 4.63 |
Compound Return (%)
As of June 30, 2025
Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
---|---|---|---|---|---|---|---|
Fund | 3.25 | 5.69 | 6.71 | 14.99 | 15.72 | 10.62 | 7.66 |
Product | Current annual LIO admin fee | Maximum annual LIO admin fee |
---|---|---|
Equitable Generations | 0.00 % | 0.00 % |
Other Fund Information
Product Availabilty
Equitable Generations™
Date of Inception:
July 2014
Estimated Management
Expense Ratio (MER)*:
2.50%
Fund Category
2045+ Target Date Portfolio
Portfolio Manager
Fidelity Investments Canada ULC
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
For Target Date 2050, for the period June 30, 2015 through June 30, 2025, the total returns performance is 105.5%.
Summary
For the period 06/30/2015 through 06/30/2025 with $10,000 CAD investment
Total returns performance
105.54%
Value of $10,000 investment
$20,554.34 CAD