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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.37 | 16.43 | 12.06 |
Shares | 29.50 | 29.50 | 0.00 |
Bonds | 65.74 | 66.96 | 1.22 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.34 | 0.41 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.97 | 16.48 |
Price to Book | 2.36 | 2.46 |
Price to Sales | 1.78 | 1.79 |
Price to Cash Flow | 10.18 | 10.00 |
Dividend Yield | 2.22 | 2.30 |
5 Years Earnings Growth | 9.56 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.60 | 17.21 |
Technology | 17.99 | 19.93 |
Industrials | 15.15 | 11.23 |
Consumer Cyclical | 10.75 | 10.22 |
Healthcare | 9.14 | 11.45 |
Communication Services | 8.01 | 6.40 |
Basic Materials | 5.07 | 4.70 |
Energy | 4.56 | 5.64 |
Consumer Defensive | 4.55 | 6.57 |
Utilities | 1.73 | 3.00 |
Real Estate | 1.43 | 3.67 |
Number of long holdings: 45
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 35.27 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 16.09 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.85 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.76 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.35 | - | - | |
Fidelity Series Large Cap Stock | - | 2.89 | - | - | |
MSCI EAFE Index Future June 25 | - | 2.32 | - | - | |
Fidelity Series International Value | - | 2.29 | - | - | |
Fidelity Series Overseas | - | 2.21 | - | - | |
Fidelity Series International Growth | - | 2.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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