
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 84.50 | 84.62 | 0.12 |
Bonds | 18.10 | 18.33 | 0.23 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.58 | 0.60 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.92 | 18.09 |
Price to Book | 2.78 | 2.65 |
Price to Sales | 2.09 | 1.93 |
Price to Cash Flow | 11.67 | 10.95 |
Dividend Yield | 1.86 | 2.15 |
5 Years Earnings Growth | 10.19 | 10.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.95 | 16.35 |
Technology | 20.53 | 22.41 |
Industrials | 15.53 | 11.76 |
Consumer Cyclical | 10.09 | 10.83 |
Communication Services | 9.81 | 7.28 |
Healthcare | 7.57 | 10.95 |
Basic Materials | 4.58 | 3.87 |
Energy | 4.43 | 3.98 |
Consumer Defensive | 3.94 | 5.98 |
Utilities | 1.43 | 2.71 |
Real Estate | 1.12 | 3.89 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 10.02 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.23 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.44 | - | - | |
Fidelity Series International Value | - | 6.90 | - | - | |
Fidelity Series International Growth | - | 6.82 | - | - | |
Fidelity Series Overseas | - | 6.74 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.38 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.70 | - | - | |
Fidelity Series Investment Grade Bond | - | 5.68 | - | - | |
Fidelity Series Value Discovery | - | 5.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 2.70 | 4.46 | 1.77 | ||
US3160671075 | 229.11B | 2.74 | 4.49 | 1.80 | ||
US31617H8051 | 120.63B | 2.82 | 4.69 | 2.03 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 4.95 | 3.00 | 1.77 | ||
Strategic Advisers Core Income | 44.13B | 5.79 | 3.70 | 2.41 |
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