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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 68.02 | 68.02 | 0.00 |
Bonds | 36.42 | 37.01 | 0.59 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.19 | 0.29 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.93 | 16.94 |
Price to Book | 2.54 | 2.51 |
Price to Sales | 1.78 | 1.76 |
Price to Cash Flow | 11.01 | 10.57 |
Dividend Yield | 2.06 | 2.24 |
5 Years Earnings Growth | 12.03 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.67 | 21.00 |
Financial Services | 18.08 | 15.07 |
Industrials | 13.81 | 11.52 |
Healthcare | 10.23 | 12.12 |
Consumer Cyclical | 10.08 | 10.49 |
Communication Services | 7.25 | 6.64 |
Energy | 5.94 | 5.01 |
Basic Materials | 5.74 | 4.40 |
Consumer Defensive | 4.19 | 6.43 |
Utilities | 1.79 | 2.73 |
Real Estate | 1.23 | 4.59 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 24.49 | - | - | |
Series 5+ Yr Tips Index | - | 9.01 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.61 | - | - | |
Fidelity Series Large Cap Stock | - | 5.88 | - | - | |
Fidelity Series International Value | - | 4.91 | - | - | |
Fidelity Series Overseas | - | 4.85 | - | - | |
Fidelity Series International Growth | - | 4.79 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.29 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 3.89 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.10 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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