Fidelity Income Allocation Series T8 (FID313)
6.694
0.00 (0.00%)
CAD |
Apr 10 2026
FID313 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.34% |
| Stock | 33.16% |
| Bond | 59.71% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 4.68% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 81.89% |
|---|---|
|
North America
|
79.10% |
| Canada | 62.01% |
| United States | 17.09% |
|
Latin America
|
2.80% |
| Argentina | 0.03% |
| Brazil | 0.55% |
| Chile | 0.13% |
| Colombia | 0.22% |
| Mexico | 0.52% |
| Peru | 0.14% |
| Venezuela | 0.04% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.27% |
|---|---|
| United Kingdom | 3.48% |
|
Europe Developed
|
1.49% |
| Austria | 0.00% |
| Belgium | 0.02% |
| Denmark | 0.01% |
| Finland | 0.00% |
| France | 1.03% |
| Germany | 0.12% |
| Greece | 0.02% |
| Ireland | 0.04% |
| Netherlands | 0.04% |
| Norway | 0.01% |
| Spain | 0.00% |
| Sweden | 0.01% |
| Switzerland | 0.10% |
|
Europe Emerging
|
1.33% |
| Czech Republic | 0.25% |
| Poland | 0.36% |
| Turkey | 0.25% |
|
Africa And Middle East
|
0.98% |
| Egypt | 0.04% |
| Israel | 0.01% |
| Nigeria | 0.03% |
| Qatar | 0.01% |
| Saudi Arabia | 0.12% |
| South Africa | 0.53% |
| United Arab Emirates | 0.10% |
| Greater Asia | 4.90% |
|---|---|
| Japan | 0.37% |
|
Australasia
|
0.06% |
| Australia | 0.06% |
|
Asia Developed
|
1.68% |
| Hong Kong | 0.13% |
| Singapore | 0.05% |
| South Korea | 0.71% |
| Taiwan | 0.79% |
|
Asia Emerging
|
2.78% |
| China | 0.94% |
| India | 0.72% |
| Indonesia | 0.41% |
| Kazakhstan | 0.00% |
| Malaysia | 0.31% |
| Pakistan | 0.01% |
| Philippines | 0.02% |
| Thailand | 0.31% |
| Unidentified Region | 5.94% |
|---|
Bond Credit Quality Exposure
| AAA | 26.66% |
| AA | 15.30% |
| A | 18.64% |
| BBB | 16.55% |
| BB | 7.85% |
| B | 3.80% |
| Below B | 1.33% |
| CCC | 1.20% |
| CC | 0.03% |
| C | 0.07% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 1.72% |
| Not Available | 8.17% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
18.28% |
| Materials |
|
3.45% |
| Consumer Discretionary |
|
2.16% |
| Financials |
|
2.55% |
| Real Estate |
|
10.11% |
| Sensitive |
|
32.23% |
| Communication Services |
|
8.01% |
| Energy |
|
8.30% |
| Industrials |
|
4.97% |
| Information Technology |
|
10.94% |
| Defensive |
|
29.05% |
| Consumer Staples |
|
13.84% |
| Health Care |
|
4.46% |
| Utilities |
|
10.74% |
| Not Classified |
|
20.45% |
| Non Classified Equity |
|
3.27% |
| Not Classified - Non Equity |
|
17.18% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 29.97% |
| Corporate | 36.05% |
| Securitized | 6.07% |
| Municipal | 23.04% |
| Other | 4.86% |
Bond Maturity Exposure
| Short Term |
|
4.30% |
| Less than 1 Year |
|
4.30% |
| Intermediate |
|
60.60% |
| 1 to 3 Years |
|
11.10% |
| 3 to 5 Years |
|
17.21% |
| 5 to 10 Years |
|
32.29% |
| Long Term |
|
34.57% |
| 10 to 20 Years |
|
13.67% |
| 20 to 30 Years |
|
15.45% |
| Over 30 Years |
|
5.46% |
| Other |
|
0.52% |
As of February 28, 2026