Fidelity Bal Inc Ccy Netrl Priv Pool S8 (0P0000NG84)

6.60410 CAD

0.0297

0.45%

Last update May 13, 9:30 AM EDT

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Fidelity Bal Inc Ccy Netrl Priv Pool S8

6.60

0.03

0.45%

Overview
Performance
Risk
Historical data
Composition
Sustainability
Purchase info

Composition

Weight by sector

19.87% Financial Services

15.50% Technology

10.86% Industrials

10.36% Consumer Cyclical

9.87% Energy

9.45% Basic Materials

8.81% Consumer Defensive

Financial Services

19.87%

Technology

15.50%

Industrials

10.86%

Consumer Cyclical

10.36%

Energy

9.87%

Basic Materials

9.45%

Consumer Defensive

8.81%

Communication Services

5.67%

Healthcare

4.26%

Realestate

2.68%

Utilities

2.67%

Asset allocation

46.47% Bonds

42.19% Stocks

Bonds

46.47%

Stocks

42.19%

Cash

8.34%

Top 10 holdings (9.88% of total assets)

iShares Short Treasury Bond ETF SHV

3.84%

iShares Gold Trust IAU

2.04%

iShares 3-7 Year Treasury Bond ETF IEI

1.51%

iShares TIPS Bond ETF TIP

1.40%

Royal Bank of Canada RY

1.09%