Key stats
About FIDELITY ALL-IN-ONE CONSERVATIVE ETF
Home page
Inception date
Jan 20, 2022
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Fidelity Investments Canada ULC
The fund aims for income and capital growth by actively investing through a conservative asset-allocation approach. The portfolio is a neutral mix of global securities comprised of approximately 40% equities and 59% fixed income, with about 1% of assets invested in cryptocurrencies. At least 10% of the funds assets are invested in Fidelity funds, of which more than 10% of each underlying funds assets are invested in other underlying funds. The portfolio managers are responsible for the selection of underlying funds with various target assets and styles, allowing a multi-manager approach. The portfolio is rebalanced annually. The portfolio managers have full discretion to make buy, sell, or hold decisions at any time.
Classification
What's in the fund
Exposure type
Corporate
Government
Stocks39.14%
Finance9.76%
Technology Services3.95%
Electronic Technology3.51%
Utilities3.24%
Retail Trade2.27%
Consumer Non-Durables2.15%
Energy Minerals1.85%
Health Technology1.83%
Non-Energy Minerals1.66%
Producer Manufacturing1.53%
Industrial Services1.07%
Transportation1.05%
Consumer Services0.98%
Process Industries0.93%
Communications0.91%
Commercial Services0.67%
Consumer Durables0.52%
Health Services0.51%
Distribution Services0.41%
Miscellaneous0.33%
Bonds, Cash & Other60.86%
Corporate31.88%
Government23.35%
Cash2.28%
Securitized1.66%
Loans1.40%
Futures0.18%
Municipal0.09%
Miscellaneous0.02%
Rights & Warrants0.00%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.