Fidelity ClearPath 2030 Portfolio Series B (FID730)
22.58
+0.26
(+1.17%)
CAD |
May 20 2026
FID730 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.21% |
| Stock | 62.44% |
| Bond | 33.35% |
| Convertible | 0.00% |
| Preferred | 0.28% |
| Other | 2.73% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 56.54% |
|---|---|
|
North America
|
55.11% |
| Canada | 26.64% |
| United States | 28.47% |
|
Latin America
|
1.43% |
| Brazil | 0.30% |
| Colombia | 0.01% |
| Mexico | 0.56% |
| Peru | 0.28% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 21.70% |
|---|---|
| United Kingdom | 6.39% |
|
Europe Developed
|
13.78% |
| Austria | 0.13% |
| Belgium | 0.46% |
| Denmark | 0.24% |
| Finland | 0.22% |
| France | 2.93% |
| Germany | 1.95% |
| Greece | 0.36% |
| Ireland | 0.88% |
| Italy | 1.24% |
| Netherlands | 1.38% |
| Norway | 0.04% |
| Portugal | 0.09% |
| Spain | 1.28% |
| Sweden | 0.68% |
| Switzerland | 1.68% |
|
Europe Emerging
|
0.59% |
| Turkey | 0.24% |
|
Africa And Middle East
|
0.94% |
| Israel | 0.03% |
| Saudi Arabia | 0.36% |
| South Africa | 0.39% |
| United Arab Emirates | 0.17% |
| Greater Asia | 15.13% |
|---|---|
| Japan | 6.12% |
|
Australasia
|
0.48% |
| Australia | 0.40% |
|
Asia Developed
|
4.58% |
| Hong Kong | 0.49% |
| Singapore | 0.14% |
| South Korea | 1.37% |
| Taiwan | 2.58% |
|
Asia Emerging
|
3.95% |
| China | 2.75% |
| India | 0.84% |
| Indonesia | 0.19% |
| Kazakhstan | 0.02% |
| Malaysia | 0.15% |
| Unidentified Region | 6.62% |
|---|
Bond Credit Quality Exposure
| AAA | 37.96% |
| AA | 28.89% |
| A | 19.16% |
| BBB | 8.67% |
| BB | 0.44% |
| B | 0.05% |
| Below B | 0.02% |
| CCC | 0.02% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.38% |
| Not Available | 4.44% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
24.30% |
| Materials |
|
6.22% |
| Consumer Discretionary |
|
4.68% |
| Financials |
|
13.02% |
| Real Estate |
|
0.37% |
| Sensitive |
|
28.99% |
| Communication Services |
|
3.80% |
| Energy |
|
3.91% |
| Industrials |
|
10.02% |
| Information Technology |
|
11.26% |
| Defensive |
|
7.86% |
| Consumer Staples |
|
2.65% |
| Health Care |
|
3.90% |
| Utilities |
|
1.31% |
| Not Classified |
|
38.85% |
| Non Classified Equity |
|
1.54% |
| Not Classified - Non Equity |
|
37.31% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 64.30% |
| Corporate | 15.58% |
| Securitized | 1.12% |
| Municipal | 16.47% |
| Other | 2.53% |
Bond Maturity Exposure
| Short Term |
|
3.86% |
| Less than 1 Year |
|
3.86% |
| Intermediate |
|
57.98% |
| 1 to 3 Years |
|
15.11% |
| 3 to 5 Years |
|
13.50% |
| 5 to 10 Years |
|
29.36% |
| Long Term |
|
38.14% |
| 10 to 20 Years |
|
18.00% |
| 20 to 30 Years |
|
16.38% |
| Over 30 Years |
|
3.76% |
| Other |
|
0.03% |
As of March 31, 2026