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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 49.21 | 49.32 | 0.11 |
Bonds | 52.35 | 53.27 | 0.92 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.25 | 0.36 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.04 | 17.60 |
Price to Book | 2.65 | 2.51 |
Price to Sales | 1.92 | 1.82 |
Price to Cash Flow | 10.76 | 10.34 |
Dividend Yield | 1.97 | 2.22 |
5 Years Earnings Growth | 11.68 | 11.05 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.63 | 20.45 |
Financial Services | 19.01 | 15.35 |
Industrials | 13.70 | 11.13 |
Healthcare | 10.17 | 12.31 |
Consumer Cyclical | 9.98 | 10.62 |
Communication Services | 7.55 | 6.83 |
Basic Materials | 5.52 | 4.23 |
Energy | 4.66 | 4.46 |
Consumer Defensive | 4.04 | 6.69 |
Utilities | 2.38 | 3.19 |
Real Estate | 1.36 | 4.78 |
Number of long holdings: 44
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.48 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.21 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.54 | - | - | |
Fidelity Series Large Cap Stock | - | 5.47 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 5.02 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.05 | - | - | |
Fidelity Series International Growth | - | 3.92 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.90 | - | - | |
Fidelity Series Overseas | - | 3.86 | - | - | |
Fidelity Series International Value | - | 3.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 351.29B | 4.92 | 3.65 | 1.50 | ||
US3160671075 | 242.62B | 4.95 | 3.68 | 1.53 | ||
US31617H8051 | 107.94B | 5.11 | 3.88 | - | ||
Fidelity US Bond Index Instl Prem | 60.36B | 1.34 | -2.38 | 1.33 | ||
Strategic Advisers Core Income | 41.36B | 2.08 | -2.30 | 1.88 |
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