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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2513.0013.20

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.06% 7.915M 244.23
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.47% 42.07% -1.314M Upgrade

Basic Info

Investment Strategy
The ETF invests primarily in underlying funds. These underlying funds generally invest in a mix of Canadian and foreign equity securities and fixed income securities, with generally more emphasis on Canadian equity securities and fixed income securities. The ETF may invest up to 49% of its net assets in foreign equity securities and non-Canadian dollar-denominated fixed income securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced
Peer Group Canadian Neutral Balanced
Global Macro Mixed Asset HC Balanced
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
--
--
--
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--
Total Return (NAV)
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--
--
--
--
--
--
Peer Group Rtn. (NAV)
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--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
15.05%
-6.44%
6.83%
11.82%
2.73%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
5.73%
--
--
-0.25%
18.10%
-6.08%
6.91%
11.91%
4.06%
0.17%
8.09%
0.85%
6.82%
-3.37%
1.58%
4.70%
2.21%
-3.71%
12.86%
2.43%
10.16%
-4.49%
5.01%
12.74%
1.24%
--
--
--
13.83%
-5.38%
9.38%
12.64%
1.44%
As of May 25, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of March 31, 2025.
Type % Net
Cash 0.78%
Stock 61.56%
Bond 35.94%
Convertible 0.00%
Preferred 0.01%
Other 1.72%
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Basic Info

Investment Strategy
The ETF invests primarily in underlying funds. These underlying funds generally invest in a mix of Canadian and foreign equity securities and fixed income securities, with generally more emphasis on Canadian equity securities and fixed income securities. The ETF may invest up to 49% of its net assets in foreign equity securities and non-Canadian dollar-denominated fixed income securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced
Peer Group Canadian Neutral Balanced
Global Macro Mixed Asset HC Balanced
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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