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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.57% 0.06% 16.38M 272.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.64% 42.07% 6.979M

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%

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Performance Versus Peer Group

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

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
15.05%
-6.44%
6.83%
11.82%
15.97%
2.82%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
0.67%
--
--
13.83%
-5.38%
9.38%
12.64%
14.01%
1.93%
--
-0.25%
18.10%
-6.08%
6.91%
11.91%
12.15%
0.07%
--
--
--
--
--
--
--
-2.21%
12.86%
2.43%
10.16%
-4.49%
5.01%
12.74%
8.54%
1.87%
As of March 24, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.09%
Stock 65.38%
Bond 29.91%
Convertible 0.00%
Preferred 0.03%
Other 2.60%
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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
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

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