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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 84.49 | 84.50 | 0.01 |
Bonds | 17.12 | 17.30 | 0.18 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.59 | 0.60 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.48 | 17.18 |
Price to Book | 2.50 | 2.54 |
Price to Sales | 1.85 | 1.85 |
Price to Cash Flow | 10.56 | 10.52 |
Dividend Yield | 2.08 | 2.22 |
5 Years Earnings Growth | 9.71 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.79 | 16.44 |
Technology | 18.60 | 21.46 |
Industrials | 14.65 | 11.48 |
Consumer Cyclical | 10.39 | 10.85 |
Healthcare | 9.44 | 11.69 |
Communication Services | 8.21 | 7.00 |
Basic Materials | 4.86 | 3.93 |
Energy | 4.74 | 4.09 |
Consumer Defensive | 4.37 | 6.24 |
Utilities | 1.66 | 2.72 |
Real Estate | 1.30 | 4.10 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 9.72 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.07 | - | - | |
Fidelity Series International Value | - | 7.59 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.25 | - | - | |
Fidelity Series Overseas | - | 7.14 | - | - | |
Fidelity Series International Growth | - | 6.98 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.29 | - | - | |
Fidelity Series Value Discovery | - | 5.70 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.55 | - | - | |
Fidelity Series Investment Grade Bond | - | 5.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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