FBAL Stock Fund Price and Chart — NEO:FBAL

Overview

Analysis Holdings News Discussions Technicals Seasonals

FBAL chart

Key stats

About FIDELITY ALL-IN-ONE BALANCED ETF

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

FBAL analysis

What's in the fund

Exposure type

Finance

Corporate

Government

Stocks58.38%

Finance14.46%

Technology Services6.52%

Electronic Technology5.52%

Utilities4.64%

Retail Trade3.40%

Consumer Non-Durables3.23%

Health Technology2.71%

Energy Minerals2.60%

Non-Energy Minerals2.36%

Producer Manufacturing2.29%

Transportation1.65%

Industrial Services1.57%

Consumer Services1.52%

Process Industries1.41%

Communications1.34%

Consumer Durables0.82%

Health Services0.63%

Distribution Services0.61%

Commercial Services0.59%

Miscellaneous0.53%

Bonds, Cash & Other41.62%

Corporate21.51%

Government15.24%

Cash2.88%

Securitized0.93%

Loans0.92%

Miscellaneous0.09%

Municipal0.06%

Rights & Warrants0.00%

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

SellBuy

Strong sellStrong buy