FIDELITY ALL-IN-ONE GROWTH ETFFIDELITY ALL-IN-ONE GROWTH ETFFIDELITY ALL-IN-ONE GROWTH ETF

FIDELITY ALL-IN-ONE GROWTH ETF

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Key stats


Assets under management (AUM)
‪890.92 M‬CAD
Fund flows (1Y)
‪630.00 M‬CAD
Dividend yield (indicated)
Discount/Premium to NAV
0.1%

About FIDELITY ALL-IN-ONE GROWTH ETF


Issuer
FMR LLC
Brand
Fidelity
Expense ratio
0.47%
Home page
Inception date
Jan 21, 2021
Index tracked
No Underlying Index
Management style
Active
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


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
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%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
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Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
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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.