Key stats
About FIDELITY ALL-IN-ONE GROWTH ETF
Expense ratio
0.47%
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Inception date
Jan 21, 2021
The fund seeks to achieve capital growth by using a multi-asset strategy that allocates exposure between two asset classes: global equities and fixed income. The fund primarily invests in Fidelitys own ETFs, with a mix of 85% exposure to equity ETFs and 15% to actively-managed, fixed income ETFs. This greater emphasis on equities than fixed income makes FGRO a portfolio with aggressive risk exposure. The actively-managed fund will rebalance annually. Additionally, a deviation of greater than 5% from its initial allocation between rebalances would result in a special rebalance. Such rebalancing will not occur immediately once triggered but occur shortly thereafter. Investors should anticipate a higher turnover rate given the rebalancing activity of the fund.
Classification
What's in the fund
Exposure type
Finance
Stocks82.07%
Finance17.35%
Technology Services9.54%
Electronic Technology9.00%
Retail Trade5.52%
Energy Minerals4.89%
Producer Manufacturing4.70%
Consumer Non-Durables4.54%
Utilities3.60%
Health Technology3.58%
Transportation2.97%
Consumer Services2.74%
Non-Energy Minerals2.52%
Commercial Services2.29%
Process Industries1.99%
Industrial Services1.95%
Communications1.42%
Distribution Services1.37%
Consumer Durables1.24%
Health Services0.46%
Miscellaneous0.37%
Bonds, Cash & Other17.93%
Corporate6.64%
Government6.54%
Cash4.37%
Loans0.26%
Securitized0.04%
Miscellaneous0.04%
Municipal0.04%
Rights & Warrants0.00%
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