Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.05 | 11.23 | 9.18 |
| Shares | 58.62 | 58.65 | 0.03 |
| Bonds | 38.85 | 39.67 | 0.82 |
| 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 | 17.94 | 17.75 |
| Price to Book | 2.86 | 2.73 |
| Price to Sales | 2.18 | 2.00 |
| Price to Cash Flow | 11.76 | 11.30 |
| Dividend Yield | 1.89 | 2.07 |
| 5 Years Earnings Growth | 10.02 | 10.40 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 21.06 | 22.59 |
| Financial Services | 20.24 | 16.20 |
| Industrials | 15.41 | 11.54 |
| Communication Services | 10.16 | 7.40 |
| Consumer Cyclical | 9.82 | 10.65 |
| Healthcare | 7.14 | 10.80 |
| Basic Materials | 5.24 | 3.89 |
| Energy | 4.41 | 4.06 |
| Consumer Defensive | 3.72 | 6.00 |
| Utilities | 1.64 | 2.86 |
| Real Estate | 1.15 | 4.02 |
Number of long holdings: 42
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Fidelity Series Investment Grade Bond | - | 19.98 | - | - | |
| Fidelity Series Emerging Markets Opps | - | 6.84 | - | - | |
| Fidelity Series Large Cap Stock | - | 6.77 | - | - | |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.62 | - | - | |
| Fidelity Advisor Series Equity Gr | - | 5.05 | - | - | |
| Fidelity Series International Value | - | 4.80 | - | - | |
| Fidelity Series International Growth | - | 4.75 | - | - | |
| Fidelity Series Overseas | - | 4.62 | - | - | |
| Fidelity Series Intl Dev Mkts Bd Idx | - | 4.36 | - | - | |
| Fidelity Series Opportunistic Insights | - | 4.31 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| US31617H1023 | 393.22B | 3.34 | 4.54 | 1.83 | ||
| US3160671075 | 235.9B | 3.39 | 4.57 | 1.87 | ||
| US31617H8051 | 123.64B | 3.48 | 4.75 | 2.10 | ||
| Fidelity US Bond Index Instl Prem | 67.51B | 6.78 | 5.59 | 1.86 | ||
| Strategic Advisers Core Income | 45.02B | 7.68 | 6.47 | 2.54 |
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