Fidelity ClearPath 2020 Portfolio Series F (FID020)
16.55
-0.06
(-0.36%)
CAD |
Apr 29 2026
FID020 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.33% |
| Stock | 42.49% |
| Bond | 55.48% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 0.52% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 54.63% |
|---|---|
|
North America
|
53.60% |
| Canada | 20.23% |
| United States | 33.37% |
|
Latin America
|
1.03% |
| Brazil | 0.19% |
| Colombia | 0.01% |
| Mexico | 0.43% |
| Peru | 0.20% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 22.86% |
|---|---|
| United Kingdom | 7.77% |
|
Europe Developed
|
13.92% |
| Austria | 0.15% |
| Belgium | 0.40% |
| Denmark | 0.26% |
| Finland | 0.17% |
| France | 3.50% |
| Germany | 1.95% |
| Greece | 0.29% |
| Ireland | 0.67% |
| Italy | 1.90% |
| Netherlands | 1.04% |
| Norway | 0.05% |
| Portugal | 0.08% |
| Spain | 1.50% |
| Sweden | 0.66% |
| Switzerland | 1.21% |
|
Europe Emerging
|
0.48% |
| Turkey | 0.18% |
|
Africa And Middle East
|
0.68% |
| Israel | 0.02% |
| Saudi Arabia | 0.23% |
| South Africa | 0.32% |
| United Arab Emirates | 0.11% |
| Greater Asia | 14.70% |
|---|---|
| Japan | 7.01% |
|
Australasia
|
0.92% |
| Australia | 0.73% |
|
Asia Developed
|
3.72% |
| Hong Kong | 0.45% |
| Singapore | 0.15% |
| South Korea | 1.28% |
| Taiwan | 1.85% |
|
Asia Emerging
|
3.05% |
| China | 2.05% |
| India | 0.72% |
| Indonesia | 0.15% |
| Kazakhstan | 0.01% |
| Malaysia | 0.12% |
| Unidentified Region | 7.82% |
|---|
Bond Credit Quality Exposure
| AAA | 34.66% |
| AA | 32.57% |
| A | 17.72% |
| BBB | 9.35% |
| BB | 0.38% |
| B | 0.03% |
| Below B | 0.01% |
| CCC | 0.01% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.43% |
| Not Available | 4.86% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
17.33% |
| Materials |
|
4.65% |
| Consumer Discretionary |
|
3.38% |
| Financials |
|
9.05% |
| Real Estate |
|
0.25% |
| Sensitive |
|
19.67% |
| Communication Services |
|
2.40% |
| Energy |
|
2.48% |
| Industrials |
|
7.28% |
| Information Technology |
|
7.51% |
| Defensive |
|
5.04% |
| Consumer Staples |
|
1.74% |
| Health Care |
|
2.47% |
| Utilities |
|
0.83% |
| Not Classified |
|
57.96% |
| Non Classified Equity |
|
0.69% |
| Not Classified - Non Equity |
|
57.28% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 69.48% |
| Corporate | 15.19% |
| Securitized | 1.31% |
| Municipal | 11.47% |
| Other | 2.55% |
Bond Maturity Exposure
| Short Term |
|
3.90% |
| Less than 1 Year |
|
3.90% |
| Intermediate |
|
66.28% |
| 1 to 3 Years |
|
17.88% |
| 3 to 5 Years |
|
19.67% |
| 5 to 10 Years |
|
28.73% |
| Long Term |
|
29.68% |
| 10 to 20 Years |
|
14.75% |
| 20 to 30 Years |
|
12.26% |
| Over 30 Years |
|
2.68% |
| Other |
|
0.13% |
As of February 28, 2026