FIDELITY GLOBAL EQUITY+ BALANCED FD ETF SERIES UNITSFIDELITY GLOBAL EQUITY+ BALANCED FD ETF SERIES UNITSFIDELITY GLOBAL EQUITY+ BALANCED FD ETF SERIES UNITS

FIDELITY GLOBAL EQUITY+ BALANCED FD ETF SERIES UNITS

No trades
See on Supercharts

Key stats


Assets under management (AUM)
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
0.3%

About FIDELITY GLOBAL EQUITY+ BALANCED FD ETF SERIES UNITS


Issuer
483A Bay Street Holdings LP
Brand
Fidelity
Home page
Inception date
May 16, 2024
Index tracked
No Underlying Index
Management style
Active
The fund invests in a diversified mix of equity and fixed-income securities from global issuers. The holdings include six Fidelity funds: Large Cap MultiAsset, Greater Canada, Global Innovators, Global Value Long/Short, Multi-Sector Bond Hedged Multi-Asset Base, and Strategy Income Fund. The Fund follows a neutral mix guideline but can adjust asset allocations based on market conditions to optimize returns. The equity portion employs a blend of investment styles, including value, contrarian, and growth styles to mitigate downside risk and reduce volatility. When selecting securities, the portfolio management teams consider various factors, including financial condition, industry position, market conditions, earnings outlook, and management quality. Lastly, investments include high-yield and investment-grade fixed-income securities, companies of any size, including private and distressed companies globally. When using a fund-of-funds wrapper, total fees should be accounted for.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Government
Corporate
Stocks53.92%
Technology Services9.24%
Retail Trade7.16%
Consumer Non-Durables6.07%
Electronic Technology4.67%
Finance3.82%
Health Technology3.81%
Transportation2.48%
Non-Energy Minerals2.39%
Consumer Services2.09%
Industrial Services1.75%
Communications1.66%
Producer Manufacturing1.62%
Utilities1.54%
Consumer Durables1.40%
Energy Minerals1.35%
Commercial Services1.34%
Process Industries0.64%
Miscellaneous0.42%
Distribution Services0.26%
Health Services0.17%
Government0.01%
Bonds, Cash & Other46.08%
Government23.88%
Corporate14.27%
Loans3.12%
Cash2.61%
Mutual fund2.54%
Securitized1.02%
Municipal0.18%
Rights & Warrants0.09%
Miscellaneous−1.63%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.