Fidelity Balanced Portfolio Series B (0P00008XL0)

16.69840 CAD

0.0422

0.25%

Last update May 13, 9:30 AM EDT

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16.65620

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Fidelity Balanced Portfolio Series B

16.70

0.04

0.25%

Overview
Performance
Risk
Historical data
Composition
Sustainability
Purchase info

Composition

Weight by sector

21.47% Financial Services

14.83% Technology

13.23% Industrials

9.37% Energy

9.23% Consumer Cyclical

Financial Services

21.47%

Technology

14.83%

Industrials

13.23%

Energy

9.37%

Consumer Cyclical

9.23%

Consumer Defensive

8.42%

Basic Materials

8.28%

Communication Services

5.59%

Healthcare

4.42%

Realestate

2.61%

Utilities

2.55%

Asset allocation

54.35% Stocks

22.50% Bonds

9.72% Cash

Stocks

54.35%

Bonds

22.50%

Cash

9.72%

Top 10 holdings (3.41% of total assets)

iShares 20+ Year Treasury Bond ETF TLT

3.41%