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
Stocks82.02%
Finance17.87%
Technology Services9.51%
Electronic Technology8.91%
Retail Trade5.56%
Producer Manufacturing4.86%
Energy Minerals4.78%
Consumer Non-Durables4.77%
Health Technology3.67%
Utilities3.57%
Transportation2.92%
Consumer Services2.70%
Non-Energy Minerals2.48%
Commercial Services2.24%
Process Industries1.99%
Communications1.47%
Distribution Services1.45%
Consumer Durables1.29%
Industrial Services1.20%
Health Services0.48%
Miscellaneous0.30%
Bonds, Cash & Other17.98%
Corporate6.91%
Government6.65%
Cash4.05%
Loans0.26%
Securitized0.05%
Miscellaneous0.03%
Municipal0.03%
Rights & Warrants0.00%
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