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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 61.62 | 61.62 | 0.00 |
Bonds | 42.33 | 43.02 | 0.69 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.43 | 0.49 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 17.26 |
Price to Book | 2.60 | 2.63 |
Price to Sales | 1.91 | 1.91 |
Price to Cash Flow | 10.90 | 10.87 |
Dividend Yield | 2.00 | 2.12 |
5 Years Earnings Growth | 10.84 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.92 | 16.04 |
Technology | 19.83 | 22.01 |
Industrials | 14.02 | 11.24 |
Consumer Cyclical | 10.51 | 10.82 |
Healthcare | 9.40 | 11.58 |
Communication Services | 8.47 | 7.06 |
Basic Materials | 4.91 | 3.88 |
Energy | 4.51 | 4.20 |
Consumer Defensive | 4.01 | 6.10 |
Utilities | 2.13 | 2.88 |
Real Estate | 1.28 | 4.21 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.85 | - | - | |
Fidelity Series Large Cap Stock | - | 6.83 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.81 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.61 | - | - | |
Fidelity Series International Value | - | 5.10 | - | - | |
Fidelity Advisor Series Equity Gr | - | 5.04 | - | - | |
Fidelity Series Overseas | - | 4.93 | - | - | |
Fidelity Series International Growth | - | 4.87 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.78 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
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