
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.38 | 17.03 | 7.65 |
Shares | 28.25 | 28.39 | 0.14 |
Bonds | 62.05 | 63.39 | 1.34 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.27 | 0.38 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.17 | 16.82 |
Price to Book | 2.56 | 2.50 |
Price to Sales | 1.92 | 1.82 |
Price to Cash Flow | 10.71 | 10.11 |
Dividend Yield | 2.03 | 2.28 |
5 Years Earnings Growth | 9.50 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.57 | 17.22 |
Technology | 19.04 | 20.16 |
Industrials | 16.02 | 11.39 |
Consumer Cyclical | 10.35 | 10.14 |
Communication Services | 9.00 | 6.51 |
Healthcare | 7.85 | 11.18 |
Basic Materials | 4.82 | 4.68 |
Energy | 4.28 | 5.55 |
Consumer Defensive | 4.20 | 6.54 |
Utilities | 1.59 | 2.98 |
Real Estate | 1.27 | 3.64 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 32.93 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 15.08 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.53 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.70 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.08 | - | - | |
Fidelity Series Large Cap Stock | - | 2.89 | - | - | |
Us 10yr Note F (Cbt)sep25 Tyu5 | - | 2.68 | - | - | |
Fidelity Series International Value | - | 2.30 | - | - | |
Fidelity Series Overseas | - | 2.22 | - | - | |
Fidelity Series International Growth | - | 2.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.11B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 120.63B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.13B | 4.54 | 3.29 | 2.32 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review