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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 60.64 | 60.64 | 0.00 |
Bonds | 42.82 | 43.58 | 0.76 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.49 | 0.54 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.48 | 17.07 |
Price to Book | 2.48 | 2.60 |
Price to Sales | 1.84 | 1.89 |
Price to Cash Flow | 10.53 | 10.66 |
Dividend Yield | 2.07 | 2.15 |
5 Years Earnings Growth | 10.37 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.79 | 16.25 |
Technology | 18.50 | 21.67 |
Industrials | 13.96 | 11.26 |
Consumer Cyclical | 10.61 | 10.70 |
Healthcare | 9.40 | 11.67 |
Communication Services | 8.24 | 7.02 |
Basic Materials | 4.95 | 3.87 |
Energy | 4.89 | 4.27 |
Consumer Defensive | 4.12 | 6.19 |
Utilities | 2.29 | 2.90 |
Real Estate | 1.27 | 4.22 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 22.00 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.02 | - | - | |
Fidelity Series Large Cap Stock | - | 6.72 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.74 | - | - | |
Fidelity Series International Value | - | 5.36 | - | - | |
Fidelity Series Overseas | - | 4.98 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.86 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.81 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.77 | - | - | |
Fidelity Series International Growth | - | 4.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 232.51B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 116.52B | 1.38 | 4.35 | 1.89 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 40.35B | 3.33 | 2.23 | 2.06 |
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