Fidelity ClearPath 2020 Portfolio Series B (FID702)
16.32
+0.01
(+0.06%)
CAD |
Apr 02 2026
FID702 Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.69% |
| Stock | 42.95% |
| Bond | 55.20% |
| Convertible | 0.00% |
| Preferred | 0.19% |
| Other | -0.03% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 54.91% |
|---|---|
|
North America
|
53.78% |
| Canada | 20.23% |
| United States | 33.55% |
|
Latin America
|
1.13% |
| Brazil | 0.28% |
| Colombia | 0.01% |
| Mexico | 0.42% |
| Peru | 0.23% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 23.06% |
|---|---|
| United Kingdom | 7.61% |
|
Europe Developed
|
14.26% |
| Austria | 0.15% |
| Belgium | 0.42% |
| Denmark | 0.31% |
| Finland | 0.18% |
| France | 3.52% |
| Germany | 2.04% |
| Greece | 0.36% |
| Ireland | 0.69% |
| Italy | 1.96% |
| Netherlands | 1.06% |
| Norway | 0.05% |
| Portugal | 0.07% |
| Spain | 1.54% |
| Sweden | 0.63% |
| Switzerland | 1.20% |
|
Europe Emerging
|
0.49% |
| Turkey | 0.18% |
|
Africa And Middle East
|
0.70% |
| Israel | 0.03% |
| Saudi Arabia | 0.22% |
| South Africa | 0.32% |
| United Arab Emirates | 0.13% |
| Greater Asia | 14.93% |
|---|---|
| Japan | 7.06% |
|
Australasia
|
0.92% |
| Australia | 0.72% |
|
Asia Developed
|
3.52% |
| Hong Kong | 0.38% |
| Singapore | 0.18% |
| South Korea | 1.19% |
| Taiwan | 1.77% |
|
Asia Emerging
|
3.42% |
| China | 2.41% |
| India | 0.69% |
| Indonesia | 0.18% |
| Kazakhstan | 0.01% |
| Malaysia | 0.13% |
| Unidentified Region | 7.11% |
|---|
Bond Credit Quality Exposure
| AAA | 34.17% |
| AA | 33.12% |
| A | 17.71% |
| BBB | 9.30% |
| BB | 0.36% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.41% |
| Not Available | 4.94% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
18.13% |
| Materials |
|
4.33% |
| Consumer Discretionary |
|
3.68% |
| Financials |
|
9.88% |
| Real Estate |
|
0.24% |
| Sensitive |
|
19.79% |
| Communication Services |
|
2.71% |
| Energy |
|
2.23% |
| Industrials |
|
7.21% |
| Information Technology |
|
7.64% |
| Defensive |
|
4.63% |
| Consumer Staples |
|
1.64% |
| Health Care |
|
2.22% |
| Utilities |
|
0.77% |
| Not Classified |
|
57.46% |
| Non Classified Equity |
|
0.73% |
| Not Classified - Non Equity |
|
56.72% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 69.31% |
| Corporate | 14.99% |
| Securitized | 1.42% |
| Municipal | 11.57% |
| Other | 2.72% |
Bond Maturity Exposure
| Short Term |
|
3.99% |
| Less than 1 Year |
|
3.99% |
| Intermediate |
|
66.75% |
| 1 to 3 Years |
|
17.89% |
| 3 to 5 Years |
|
20.27% |
| 5 to 10 Years |
|
28.59% |
| Long Term |
|
29.24% |
| 10 to 20 Years |
|
14.53% |
| 20 to 30 Years |
|
12.12% |
| Over 30 Years |
|
2.58% |
| Other |
|
0.03% |
As of January 31, 2026