Key stats
About FIDELITY ALL-IN-ONE GROWTH ETF
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Inception date
Jan 21, 2021
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Fidelity Investments Canada ULC
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks82.22%
Finance19.99%
Technology Services9.18%
Electronic Technology7.77%
Utilities7.27%
Retail Trade4.79%
Consumer Non-Durables4.55%
Health Technology3.82%
Energy Minerals3.65%
Non-Energy Minerals3.34%
Producer Manufacturing3.21%
Transportation2.33%
Consumer Services2.13%
Process Industries1.98%
Communications1.89%
Industrial Services1.48%
Commercial Services1.21%
Consumer Durables1.15%
Health Services0.89%
Distribution Services0.86%
Miscellaneous0.75%
Bonds, Cash & Other17.78%
Corporate8.04%
Government5.69%
Cash3.29%
Securitized0.35%
Loans0.34%
Miscellaneous0.05%
Municipal0.02%
Rights & Warrants0.00%
Top 10 holdings
Dividends
Dividend payout history