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North America

North America mutual funds and ETFs invest in a wide range of... North America mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions within the North American continent. The economy of this region is deeply integrated, and governed by the North American Free Trade Agreement (NAFTA).
Depending on the fund in question and its mandate, it may have exposure to Canada, the United States, and Mexico. As a result, these funds have the flexibility to allocate capital to one or a combination of different asset classes depending on the fund objective and economic environment. Several of these funds and ETFs can be actively managed as they require special knowledge of foreign markets and active management may increase the chances of generating a higher return compared to an index fund or passive ETF.
The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. Some of these funds, especially those focused on the developed economies of Canada and the United States, are appropriate for conservative-minded investors. Aggressive investors looking to take higher risk might prefer allocations to the emerging market of Mexico, which may offer the potential for higher returns. Last Updated: 02/23/2024 View more View less

North America mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions within the North American continent.... North America mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions within the North American continent. The economy of this region is deeply integrated, and governed by the North American Free Trade Agreement (NAFTA).
Depending on the fund in question and its mandate, it may have exposure to Canada, the United States, and Mexico. As a result, these funds have the flexibility to allocate capital to one or a combination of different asset classes depending on the fund objective and economic environment. Several of these funds and ETFs can be actively managed as they require special knowledge of foreign markets and active management may increase the chances of generating a higher return compared to an index fund or passive ETF.
The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. Some of these funds, especially those focused on the developed economies of Canada and the United States, are appropriate for conservative-minded investors. Aggressive investors looking to take higher risk might prefer allocations to the emerging market of Mexico, which may offer the potential for higher returns. Last Updated: 02/23/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/23/24

$251.83

+1.98%

$1.30 T

1.59%

$4.01

26.82%

8.90%

13.70%

12.08%

0.03%

$466.57

+2.10%

$866.52 B

1.54%

$7.20

28.76%

11.11%

14.62%

12.77%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$176.93

+0.04%

$414.30 B

1.59%

$2.81

28.83%

11.15%

14.65%

12.76%

0.02%

$507.50

+2.07%

$400.96 B

1.50%

$7.62

28.61%

11.05%

14.57%

12.71%

-

$510.34

+0.06%

$339.93 B

1.51%

$7.70

30.26%

10.73%

14.67%

12.74%

0.03%

$71.92

+0.04%

$291.80 B

3.54%

$2.54

2.67%

-3.29%

0.46%

1.41%

0.03%

$438.07

+2.93%

$197.28 B

0.20%

$0.86

48.60%

11.57%

21.26%

18.20%

0.20%

$339.44

+3.20%

$172.72 B

0.69%

$2.34

45.67%

10.19%

18.31%

14.86%

0.04%

$155.54

+0.80%

$144.35 B

2.65%

$4.12

13.23%

9.95%

10.38%

10.28%

0.04%

$237.70

+1.19%

$139.19 B

1.99%

$4.73

11.79%

3.98%

9.99%

9.40%

0.04%

$216.01

+1.06%

$117.57 B

1.99%

$4.31

10.54%

1.84%

8.32%

8.42%

0.05%

$97.34

+0.37%

$90.41 B

3.62%

$3.52

3.52%

-3.19%

0.47%

1.44%

0.03%

$167.18

+1.35%

$84.53 B

1.62%

$2.71

16.20%

-1.51%

8.70%

8.52%

0.06%

Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$22.71

+0.13%

$82.36 B

2.42%

$0.55

16.71%

2.99%

7.88%

7.26%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$36.26

+0.19%

$81.55 B

2.54%

$0.92

15.38%

2.37%

7.13%

6.73%

0.08%

$15.76

+2.14%

$80.82 B

1.43%

$0.22

25.26%

8.77%

13.91%

-

0.60%

$178.26

+1.29%

$78.76 B

2.05%

$3.66

18.78%

10.04%

12.43%

11.47%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$139.85

+2.01%

$74.01 B

0.04%

$0.06

26.85%

8.92%

13.69%

12.07%

0.02%

Vanguard Target Retirement 2025 Fund

VTTVX | Fund | Investor

$18.69

+0.16%

$72.18 B

2.71%

$0.51

13.68%

1.76%

6.38%

6.18%

0.08%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$40.52

+0.15%

$72.17 B

2.31%

$0.94

18.15%

3.61%

8.62%

7.78%

0.08%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$78.15

+0.04%

$71.36 B

1.34%

$1.05

30.21%

10.72%

14.64%

12.69%

0.02%

$57.04

+0.05%

$70.75 B

8.46%

$4.82

11.71%

5.07%

9.81%

9.36%

0.05%

$330.93

-0.11%

$69.16 B

0.53%

$1.77

45.98%

11.18%

18.47%

15.53%

0.19%

Vanguard Target Retirement 2045 Fund

VTIVX | Fund | Investor

$27.60

+0.11%

$68.78 B

2.20%

$0.61

19.46%

4.22%

9.35%

8.21%

0.08%

$106.58

+0.30%

$66.49 B

1.06%

$1.13

5.84%

0.75%

7.19%

8.51%

0.06%

$8.97

+0.11%

$64.28 B

3.96%

$0.35

3.04%

-2.74%

1.35%

-

0.44%

$115.30

+0.68%

$59.39 B

3.81%

$4.40

10.35%

9.29%

9.54%

9.92%

0.06%

$76.42

-0.05%

$58.79 B

3.10%

$2.37

4.17%

-0.76%

1.26%

1.26%

0.04%

$514.92

+3.25%

$58.10 B

0.62%

$3.18

45.25%

13.27%

22.84%

20.22%

0.10%

Vanguard Target Retirement 2050 Fund

VFIFX | Fund | Investor

$46.13

+0.09%

$56.64 B

2.14%

$0.98

20.31%

4.53%

9.57%

8.32%

0.08%

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