— Know what they know.
Not Investment Advice

FBAL.NE

Fidelity All-in-One Balanced ETF
1W: +0.6% 1M: -4.0% 3M: +0.3% YTD: -2.6% 1Y: +8.0% 3Y: +45.6% 5Y: +51.3%
C$14.60 ($10.47)
+0.03 (+0.21%)
 
Weekly Expected Move ±1.8%
C$14 C$14 C$14 C$14 C$15
ETF NEO · AUM C$7.8B
ETF-Level Metrics
AUM$7.8B
Holdings
Top 10 Wt—%
Beta1.17
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 15 91.9%
Other 4 8.1%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 19 of 19 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Fidelity Systematic Canadian Bond Index ETF FCCB.TO 26.38% $2.0B 92,704,061 $476M Financial Services
2 Fidelity U.S. Value ETF FCUV.TO 7.53% $583.9M 24,307,121 $2.7B Financial Services
3 Fidelity U.S. Momentum ETF FCMO.TO 7.31% $567.2M 42,232,232 $137M Financial Services
4 Fidelity U.S. High Quality ETF FCUQ.TO 7.00% $542.8M 8,340,476 $2.0B Financial Services
5 Fidelity U.S. Low Volatility ETF FCUL.TO 6.76% $524.5M 11,583,015 Financial Services
6 Fidelity Absolute Income Fund - ETF Series Private 4.84% $375.5M
7 Fidelity Global Core Plus Bond ETF FCGB.TO 4.64% $360.1M 16,564,449 $1.0B Financial Services
8 FIDELITY CANADIAN MOMENTUM ETF FCCM.TO 4.05% $314.1M 27,722,927 $64M Financial Services
9 Fidelity Canadian Value ETF FCCV.TO 3.99% $309.4M 14,304,669 $783M Financial Services
10 FIDELITY INTERNATIONAL VALUE ETF FCIV.TO 3.92% $304.1M 5,975,584 $1.6B Financial Services
11 Fidelity Canadian High Quality ETF FCCQ.TO 3.92% $303.8M 5,981,797 $680M Financial Services
12 Fidelity International Momentum ETF FCIM.TO 3.85% $298.6M 24,558,410 $68M Financial Services
13 Fidelity Canadian Low Volatility ETF FCCL.TO 3.75% $290.9M 8,934,166 Financial Services
14 Fidelity International Low Volatility ETF FCIL.TO 3.68% $285.9M 9,853,836 Financial Services
15 Fidelity International High Quality ETF FCIQ.TO 3.51% $272.4M 6,087,430 $1.6B Financial Services
16 Fidelity Core U.S. Bond ETF Bond 1.87% $144.9M
17 ADVANTAGE BITCOIN ETF FBTC.TO 1.62% $125.8M 4,083,455 $1.2B Financial Services
18 Fidelity Global Small Cap Opportunities Fund - ETF Series Private 1.44% $111.4M
19 FIDELITY CANADIAN MONEY MARKET Cash 0.00% $10,677

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms