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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 61.43 | 61.46 | 0.03 |
Bonds | 41.41 | 42.29 | 0.88 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.26 | 0.32 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.08 | 17.19 |
Price to Book | 2.55 | 2.55 |
Price to Sales | 1.73 | 1.77 |
Price to Cash Flow | 10.59 | 10.60 |
Dividend Yield | 1.94 | 2.14 |
5 Years Earnings Growth | 12.05 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.32 | 21.26 |
Financial Services | 17.92 | 14.78 |
Industrials | 13.63 | 11.60 |
Healthcare | 10.36 | 12.55 |
Consumer Cyclical | 10.21 | 10.87 |
Communication Services | 7.10 | 6.47 |
Basic Materials | 5.48 | 4.39 |
Energy | 5.48 | 4.74 |
Consumer Defensive | 4.39 | 6.50 |
Utilities | 1.76 | 2.65 |
Real Estate | 1.35 | 4.24 |
Number of long holdings: 39
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.20 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.09 | - | - | |
Fidelity Series Large Cap Stock | - | 6.65 | - | - | |
Fidelity Series Overseas | - | 5.44 | - | - | |
Fidelity Series International Growth | - | 5.40 | - | - | |
Fidelity Series International Value | - | 5.38 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.95 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.79 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.54 | - | - | |
Fidelity Series Value Discovery | - | 3.96 | - | - |
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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