
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.08 | 14.64 | 7.56 |
Shares | 36.90 | 37.05 | 0.15 |
Bonds | 55.64 | 56.84 | 1.20 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.33 | 0.42 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.32 | 16.82 |
Price to Book | 2.59 | 2.47 |
Price to Sales | 1.94 | 1.84 |
Price to Cash Flow | 10.75 | 10.13 |
Dividend Yield | 2.00 | 2.24 |
5 Years Earnings Growth | 9.52 | 10.85 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.62 | 16.46 |
Technology | 19.13 | 20.02 |
Industrials | 15.85 | 11.13 |
Consumer Cyclical | 10.21 | 10.43 |
Communication Services | 9.06 | 6.42 |
Healthcare | 8.00 | 11.30 |
Basic Materials | 4.72 | 4.38 |
Energy | 4.32 | 4.91 |
Consumer Defensive | 4.23 | 6.54 |
Utilities | 1.62 | 2.94 |
Real Estate | 1.25 | 5.49 |
Number of long holdings: 44
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 29.44 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.80 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.50 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.47 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.12 | - | - | |
Fidelity Series Large Cap Stock | - | 4.00 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.28 | - | - | |
Fidelity Series International Value | - | 3.09 | - | - | |
Fidelity Advisor Series Equity Gr | - | 2.97 | - | - | |
Fidelity Series Overseas | - | 2.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 373.47B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.4B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 119.89B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.63B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.07B | 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