
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.81 | 6.21 | 3.40 |
Shares | 80.41 | 80.54 | 0.13 |
Bonds | 16.15 | 16.34 | 0.19 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.59 | 0.61 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 17.74 |
Price to Book | 2.65 | 2.61 |
Price to Sales | 1.97 | 1.89 |
Price to Cash Flow | 10.85 | 10.76 |
Dividend Yield | 1.95 | 2.19 |
5 Years Earnings Growth | 9.57 | 10.28 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.69 | 16.44 |
Technology | 19.27 | 21.95 |
Industrials | 15.67 | 11.69 |
Consumer Cyclical | 9.95 | 10.86 |
Communication Services | 9.14 | 7.16 |
Healthcare | 8.25 | 11.22 |
Basic Materials | 4.58 | 3.88 |
Energy | 4.36 | 3.97 |
Consumer Defensive | 4.26 | 6.17 |
Utilities | 1.65 | 2.71 |
Real Estate | 1.19 | 3.95 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 9.57 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.52 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.11 | - | - | |
Fidelity Series International Value | - | 6.94 | - | - | |
Fidelity Series Overseas | - | 6.79 | - | - | |
Fidelity Series International Growth | - | 6.75 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.14 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.37 | - | - | |
Fidelity Series Value Discovery | - | 5.30 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.11B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 120.63B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.13B | 4.54 | 3.29 | 2.32 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review