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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 61.19 | 61.21 | 0.02 |
Bonds | 41.17 | 41.92 | 0.75 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.50 | 0.54 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.36 | 17.11 |
Price to Book | 2.46 | 2.59 |
Price to Sales | 1.83 | 1.88 |
Price to Cash Flow | 10.47 | 10.67 |
Dividend Yield | 2.11 | 2.16 |
5 Years Earnings Growth | 9.68 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.80 | 16.31 |
Technology | 18.43 | 21.50 |
Industrials | 14.76 | 11.36 |
Consumer Cyclical | 10.45 | 10.63 |
Healthcare | 9.37 | 11.73 |
Communication Services | 8.15 | 7.02 |
Basic Materials | 4.92 | 3.88 |
Energy | 4.72 | 4.21 |
Consumer Defensive | 4.40 | 6.31 |
Utilities | 1.67 | 2.86 |
Real Estate | 1.33 | 4.22 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.66 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.86 | - | - | |
Fidelity Series Large Cap Stock | - | 6.82 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.62 | - | - | |
Fidelity Series International Value | - | 5.44 | - | - | |
Fidelity Series Overseas | - | 5.07 | - | - | |
Fidelity Advisor Series Equity Gr | - | 5.07 | - | - | |
Fidelity Series International Growth | - | 4.94 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.85 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.65 | - | - |
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 |
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