Key stats
About FIDELITY ALL-IN-ONE GROWTH ETF
Expense ratio
0.47%
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Inception date
Jan 21, 2021
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
What's in the fund
Exposure type
Finance
Technology Services
Stocks81.74%
Finance16.79%
Technology Services10.95%
Electronic Technology7.93%
Energy Minerals5.93%
Producer Manufacturing4.23%
Utilities4.11%
Retail Trade4.11%
Consumer Non-Durables3.95%
Health Technology3.69%
Transportation3.42%
Process Industries2.65%
Consumer Services2.57%
Non-Energy Minerals2.33%
Industrial Services2.29%
Consumer Durables1.85%
Commercial Services1.62%
Distribution Services1.52%
Communications1.05%
Health Services0.49%
Miscellaneous0.27%
Bonds, Cash & Other18.26%
Corporate6.87%
Government5.96%
Cash4.85%
Loans0.47%
Miscellaneous0.04%
Securitized0.04%
Municipal0.03%
Rights & Warrants0.00%