Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.57% -0.01% 13.19M 1372.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.78% 42.07% 2.908M 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
Equity Style Multi Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Canada
Peer Group Canadian Neutral Balanced
Global Macro --
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

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
15.05%
-6.44%
6.83%
11.82%
15.97%
1.03%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
1.99%
--
-0.25%
18.10%
-6.08%
6.91%
11.91%
12.15%
0.69%
--
--
13.83%
-5.38%
9.38%
12.64%
14.01%
1.38%
--
--
--
--
--
--
--
0.77%
12.86%
2.43%
10.16%
-4.49%
5.01%
12.74%
8.54%
0.51%
As of January 09, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.77%
Stock 64.83%
Bond 30.65%
Convertible 0.00%
Preferred 0.03%
Other 2.73%
View Asset Allocation
Start Trial

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
Equity Style Multi Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Canada
Peer Group Canadian Neutral Balanced
Global Macro --
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

Top Portfolio Holders