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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 47.56 | 47.60 | 0.04 |
Bonds | 53.80 | 54.95 | 1.15 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.19 | 0.26 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.95 | 17.51 |
Price to Book | 2.51 | 2.44 |
Price to Sales | 1.72 | 1.72 |
Price to Cash Flow | 10.46 | 10.01 |
Dividend Yield | 1.98 | 2.25 |
5 Years Earnings Growth | 12.08 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.22 | 19.81 |
Financial Services | 17.99 | 15.04 |
Industrials | 13.66 | 11.36 |
Consumer Cyclical | 10.37 | 10.72 |
Healthcare | 10.15 | 12.66 |
Communication Services | 7.04 | 6.55 |
Basic Materials | 5.58 | 4.43 |
Energy | 5.47 | 4.79 |
Consumer Defensive | 4.41 | 6.89 |
Utilities | 1.75 | 3.09 |
Real Estate | 1.36 | 4.69 |
Number of long holdings: 39
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.66 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.47 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.96 | - | - | |
Fidelity Series Large Cap Stock | - | 4.92 | - | - | |
Fidelity Series Overseas | - | 4.20 | - | - | |
Fidelity Series International Growth | - | 4.17 | - | - | |
Fidelity Series International Value | - | 4.16 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.01 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.77 | - | - | |
Fidelity Advisor Series Equity Gr | - | 3.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.24 | 2.43 | 1.14 | ||
US3160671075 | 225.09B | 1.22 | 2.45 | 1.17 | ||
US31617H8051 | 96.23B | 1.29 | 2.61 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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