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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 85.42 | 85.45 | 0.03 |
Bonds | 16.70 | 16.86 | 0.16 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.39 | 0.41 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 17.23 |
Price to Book | 2.58 | 2.52 |
Price to Sales | 1.74 | 1.74 |
Price to Cash Flow | 10.72 | 10.50 |
Dividend Yield | 1.91 | 2.17 |
5 Years Earnings Growth | 12.03 | 11.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.42 | 21.51 |
Financial Services | 17.84 | 14.90 |
Industrials | 13.60 | 11.59 |
Healthcare | 10.56 | 12.62 |
Consumer Cyclical | 10.05 | 11.03 |
Communication Services | 7.15 | 6.45 |
Energy | 5.50 | 4.60 |
Basic Materials | 5.38 | 4.34 |
Consumer Defensive | 4.38 | 6.38 |
Utilities | 1.77 | 2.54 |
Real Estate | 1.34 | 4.05 |
Number of long holdings: 39
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.06 | - | - | |
Fidelity Series Large Cap Stock | - | 9.65 | - | - | |
Fidelity Series Overseas | - | 7.57 | - | - | |
Fidelity Series International Growth | - | 7.52 | - | - | |
Fidelity Series International Value | - | 7.50 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.21 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.73 | - | - | |
Fidelity Series Value Discovery | - | 5.72 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.57 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.27 | 2.44 | 1.14 | ||
US3160671075 | 225.09B | 1.25 | 2.46 | 1.17 | ||
US31617H8051 | 96.23B | 1.32 | 2.62 | - | ||
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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