Fidelity ClearPath 2040 Portfolio Series O (0P00013WRY) - Composition

23.40540 CAD

0.0277

0.12%

Last update May 13, 9:30 AM EDT

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Fidelity ClearPath 2040 Portfolio Series O

23.41

0.03

0.12%

Composition

Weight by sector

21.65% Financial Services

19.02% Technology

13.99% Industrials

10.04% Consumer Cyclical

Financial Services

21.65%

Technology

19.02%

Industrials

13.99%

Consumer Cyclical

10.04%

Healthcare

7.69%

Communication Services

7.60%

Basic Materials

7.27%

Energy

5.41%

Consumer Defensive

4.78%

Utilities

1.71%

Realestate

0.83%

Asset allocation

78.87% Stocks

12.94% Bonds

Stocks

78.87%

Bonds

12.94%

Cash

2.62%

Top 10 holdings (81.28% of total assets)

16.84% Fidelity Emerging Markets Sr A

9.18% Fidelity American Disciplined Eq Sr A

9.17% Fidelity Insights Class A

7.16% Fidelity International Equity Invest Tr

7.07% Fidelity Canadian Disciplined Eq A

6.99% Fidelity International Disciplined Eq A

6.89% Fidelity International Eq MA Bs O

6.71% Fidelity Canadian Large Cap Sr A

6.01% Fidelity US Dividend Investment Tr Sr O

5.26% Fidelity True North Sr A

Fidelity Emerging Markets Sr A

Fidelity American Disciplined Eq Sr A

Fidelity Insights Class A

Fidelity International Equity Invest Tr

Fidelity Canadian Disciplined Eq A

Fidelity International Disciplined Eq A

Fidelity International Eq MA Bs O

Fidelity Canadian Large Cap Sr A

Fidelity US Dividend Investment Tr Sr O

Fidelity True North Sr A