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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 72.35 | 72.38 | 0.03 |
Bonds | 30.17 | 30.77 | 0.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.32 | 0.36 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.15 | 17.39 |
Price to Book | 2.57 | 2.57 |
Price to Sales | 1.74 | 1.80 |
Price to Cash Flow | 10.66 | 10.81 |
Dividend Yield | 1.92 | 2.09 |
5 Years Earnings Growth | 12.04 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.37 | 21.64 |
Financial Services | 17.88 | 15.01 |
Industrials | 13.61 | 11.53 |
Healthcare | 10.47 | 12.56 |
Consumer Cyclical | 10.12 | 10.93 |
Communication Services | 7.13 | 6.67 |
Energy | 5.49 | 4.57 |
Basic Materials | 5.43 | 4.28 |
Consumer Defensive | 4.39 | 6.29 |
Utilities | 1.77 | 2.50 |
Real Estate | 1.35 | 4.01 |
Number of long holdings: 40
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.55 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.01 | - | - | |
Fidelity Series Large Cap Stock | - | 8.01 | - | - | |
Fidelity Series Overseas | - | 6.41 | - | - | |
Fidelity Series International Growth | - | 6.36 | - | - | |
Fidelity Series International Value | - | 6.34 | - | - | |
Fidelity Advisor Series Equity Gr | - | 5.98 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.16 | - | - | |
Fidelity Series Value Discovery | - | 4.77 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.74 | - | - |
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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