
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 47.12 | 47.14 | 0.02 |
Bonds | 52.99 | 53.97 | 0.98 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.43 | 0.48 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.26 | 17.58 |
Price to Book | 2.43 | 2.47 |
Price to Sales | 1.82 | 1.81 |
Price to Cash Flow | 10.39 | 10.12 |
Dividend Yield | 2.14 | 2.25 |
5 Years Earnings Growth | 9.64 | 10.48 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.71 | 15.99 |
Technology | 18.34 | 19.83 |
Industrials | 14.86 | 11.20 |
Consumer Cyclical | 10.55 | 10.72 |
Healthcare | 9.31 | 12.13 |
Communication Services | 8.13 | 6.99 |
Basic Materials | 4.95 | 4.12 |
Energy | 4.67 | 4.34 |
Consumer Defensive | 4.45 | 6.77 |
Utilities | 1.69 | 3.17 |
Real Estate | 1.36 | 4.77 |
Number of long holdings: 48
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 28.25 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.01 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.48 | - | - | |
Fidelity Series Large Cap Stock | - | 5.08 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 4.86 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.83 | - | - | |
Fidelity Series International Value | - | 3.99 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.82 | - | - | |
Fidelity Series Overseas | - | 3.79 | - | - | |
Fidelity Advisor Series Equity Gr | - | 3.78 | - | - |
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 |
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