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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.32 | 9.24 | 7.92 |
Shares | 50.76 | 50.76 | 0.00 |
Bonds | 47.82 | 48.67 | 0.85 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.04 | 0.18 | 0.14 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 16.34 |
Price to Book | 2.46 | 2.43 |
Price to Sales | 1.76 | 1.70 |
Price to Cash Flow | 10.80 | 9.85 |
Dividend Yield | 2.15 | 2.34 |
5 Years Earnings Growth | 12.14 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.46 | 19.54 |
Financial Services | 18.21 | 16.34 |
Industrials | 13.97 | 11.22 |
Consumer Cyclical | 10.59 | 10.25 |
Healthcare | 9.59 | 11.97 |
Communication Services | 7.11 | 6.11 |
Basic Materials | 6.07 | 4.99 |
Energy | 5.81 | 6.15 |
Consumer Defensive | 4.22 | 6.76 |
Utilities | 1.74 | 2.85 |
Real Estate | 1.25 | 3.81 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 35.04 | - | - | |
Series 0-5 Yr Tips Index | - | 15.25 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.15 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 3.85 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.73 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.90 | - | - | |
Fidelity Series Large Cap Stock | - | 2.70 | - | - | |
Fidelity Series International Value | - | 2.62 | - | - | |
Fidelity Series Overseas | - | 2.59 | - | - | |
Fidelity Series International Growth | - | 2.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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