Key stats
About FIDELITY ALL-IN-ONE BALANCED ETF
Expense ratio
0.44%
Home page
Inception date
Jan 21, 2021
The fund seeks capital growth through total returns using a strategic asset allocation approach. This approach targets an allocation of approximately 60% equity and 40% fixed income securities from issuers around the globe, through other Fidelity ETFs. Equity exposure will include North American and developed market equity ETFs. Fixed income portion will include ETFs with exposure to Canadian and global investment grade bonds, high yield securities and floating rate debts. Note that these underlying ETFs may also each invests in other Fidelity funds (which are referred to as third-tier funds) for up to 10% of its net assets. Selection of any third-tier funds and other assets is managed at the underlying ETFs level, while assets held by the third-tier fund is managed at its level. FBALs portfolio rebalances annually, but any deviation of greater than 5% from its target asset mix (which it may) between annual rebalances will result to another rebalance.
Classification
What's in the fund
Exposure type
Finance
Corporate
Government
Stocks59.42%
Finance12.97%
Technology Services6.88%
Electronic Technology6.45%
Retail Trade4.02%
Producer Manufacturing3.53%
Energy Minerals3.46%
Consumer Non-Durables3.45%
Health Technology2.66%
Utilities2.59%
Transportation2.11%
Consumer Services1.96%
Non-Energy Minerals1.79%
Commercial Services1.62%
Process Industries1.44%
Communications1.07%
Distribution Services1.05%
Consumer Durables0.94%
Industrial Services0.87%
Health Services0.35%
Miscellaneous0.22%
Bonds, Cash & Other40.58%
Corporate18.40%
Government17.61%
Cash3.62%
Loans0.67%
Securitized0.12%
Miscellaneous0.09%
Municipal0.08%
Rights & Warrants0.00%
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