Fidelity ClearPath 2035 Portfolio Series B (FID735)
25.02
-0.17
(-0.69%)
CAD |
Dec 05 2025
FID735 Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.48% |
| Stock | 72.61% |
| Bond | 25.01% |
| Convertible | 0.00% |
| Preferred | 0.31% |
| Other | 0.58% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 63.20% |
|---|---|
|
North America
|
61.16% |
| Canada | 33.06% |
| United States | 28.10% |
|
Latin America
|
2.04% |
| Brazil | 0.50% |
| Colombia | 0.02% |
| Mexico | 0.94% |
| Peru | 0.27% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 21.28% |
|---|---|
| United Kingdom | 5.41% |
|
Europe Developed
|
14.61% |
| Austria | 0.08% |
| Belgium | 0.45% |
| Denmark | 0.34% |
| Finland | 0.21% |
| France | 3.41% |
| Germany | 2.57% |
| Greece | 0.40% |
| Ireland | 1.47% |
| Italy | 1.19% |
| Netherlands | 1.16% |
| Norway | 0.01% |
| Portugal | 0.05% |
| Spain | 1.21% |
| Sweden | 0.56% |
| Switzerland | 1.32% |
|
Europe Emerging
|
0.50% |
| Poland | -0.00% |
| Turkey | 0.17% |
|
Africa And Middle East
|
0.76% |
| Israel | 0.04% |
| Saudi Arabia | 0.07% |
| South Africa | 0.47% |
| United Arab Emirates | 0.18% |
| Greater Asia | 13.93% |
|---|---|
| Japan | 4.46% |
|
Australasia
|
0.34% |
| Australia | 0.30% |
|
Asia Developed
|
4.36% |
| Hong Kong | 0.49% |
| Singapore | 0.19% |
| South Korea | 1.37% |
| Taiwan | 2.32% |
|
Asia Emerging
|
4.77% |
| China | 3.49% |
| India | 0.99% |
| Indonesia | 0.08% |
| Kazakhstan | 0.02% |
| Malaysia | 0.14% |
| Thailand | 0.04% |
| Unidentified Region | 1.59% |
|---|
Bond Credit Quality Exposure
| AAA | 25.55% |
| AA | 33.99% |
| A | 20.71% |
| BBB | 10.27% |
| BB | 0.75% |
| B | 0.07% |
| Below B | 0.03% |
| CCC | 0.02% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.57% |
| Not Available | 8.06% |
| Short Term | 0.00% |
As of September 30, 2025
Stock Sector Exposure
| Cyclical |
|
30.40% |
| Materials |
|
6.62% |
| Consumer Discretionary |
|
6.65% |
| Financials |
|
16.56% |
| Real Estate |
|
0.57% |
| Sensitive |
|
34.50% |
| Communication Services |
|
5.74% |
| Energy |
|
4.01% |
| Industrials |
|
11.20% |
| Information Technology |
|
13.54% |
| Defensive |
|
7.69% |
| Consumer Staples |
|
3.05% |
| Health Care |
|
3.36% |
| Utilities |
|
1.27% |
| Not Classified |
|
27.41% |
| Non Classified Equity |
|
0.54% |
| Not Classified - Non Equity |
|
26.87% |
As of September 30, 2025
Bond Sector Exposure
As of September 30, 2025
| Type | % Net |
|---|---|
| Government | 54.83% |
| Corporate | 18.45% |
| Securitized | 1.80% |
| Municipal | 21.53% |
| Other | 3.39% |
Bond Maturity Exposure
| Short Term |
|
2.28% |
| Less than 1 Year |
|
2.28% |
| Intermediate |
|
61.95% |
| 1 to 3 Years |
|
15.41% |
| 3 to 5 Years |
|
17.44% |
| 5 to 10 Years |
|
29.10% |
| Long Term |
|
35.73% |
| 10 to 20 Years |
|
14.73% |
| 20 to 30 Years |
|
15.04% |
| Over 30 Years |
|
5.96% |
| Other |
|
0.04% |
As of September 30, 2025