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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 76.22 | 76.22 | 0.00 |
Bonds | 27.57 | 27.94 | 0.37 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.32 | 0.38 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.02 | 17.40 |
Price to Book | 2.56 | 2.58 |
Price to Sales | 1.79 | 1.81 |
Price to Cash Flow | 11.07 | 10.91 |
Dividend Yield | 2.03 | 2.11 |
5 Years Earnings Growth | 12.00 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.73 | 21.64 |
Financial Services | 18.04 | 15.04 |
Industrials | 13.76 | 11.66 |
Healthcare | 10.40 | 12.44 |
Consumer Cyclical | 9.93 | 10.81 |
Communication Services | 7.29 | 6.78 |
Energy | 5.98 | 4.66 |
Basic Materials | 5.65 | 4.26 |
Consumer Defensive | 4.18 | 6.24 |
Utilities | 1.80 | 2.52 |
Real Estate | 1.23 | 3.95 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 15.19 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.24 | - | - | |
Fidelity Series Large Cap Stock | - | 8.03 | - | - | |
Fidelity Series International Value | - | 6.44 | - | - | |
Fidelity Series Overseas | - | 6.37 | - | - | |
Fidelity Series International Growth | - | 6.29 | - | - | |
Fidelity Advisor Series Equity Gr | - | 5.86 | - | - | |
Fidelity Series Value Discovery | - | 4.74 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.63 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.10 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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