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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% 0.08% 43.17M 3008.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.02% 221.4% 1.459B Upgrade

Basic Info

Investment Strategy
The Fund aims to provide income and capital growth. The Fund invests primarily in a mix of income-producing securities which may be located anywhere in the world. Income-producing securities may include, but are not limited to, equity securities, common and preferred shares, convertible securities, investment grade fixed income securities, higher yielding, lower quality fixed income securities, floating rate debt instruments and asset-backed securities and mortgage-backed securities. The Fund can invest in these securities either directly or indirectly through investments in underlying funds.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Flexible
Peer Group Tactical Balanced
Global Macro Mixed Asset HC Flexible
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

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Peer Group Rtn. (NAV)
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--
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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
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.17%
--
14.27%
0.70%
21.50%
-11.88%
0.60%
11.92%
13.39%
--
--
13.08%
10.34%
-8.01%
9.09%
11.39%
11.98%
--
--
-9.72%
5.22%
-0.79%
11.16%
2.84%
9.82%
As of December 20, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.74%
Stock 47.53%
Bond 44.94%
Convertible 1.19%
Preferred 5.09%
Other -0.49%
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Basic Info

Investment Strategy
The Fund aims to provide income and capital growth. The Fund invests primarily in a mix of income-producing securities which may be located anywhere in the world. Income-producing securities may include, but are not limited to, equity securities, common and preferred shares, convertible securities, investment grade fixed income securities, higher yielding, lower quality fixed income securities, floating rate debt instruments and asset-backed securities and mortgage-backed securities. The Fund can invest in these securities either directly or indirectly through investments in underlying funds.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Flexible
Peer Group Tactical Balanced
Global Macro Mixed Asset HC Flexible
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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