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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.38 | 5.87 | 3.49 |
Shares | 80.35 | 80.42 | 0.07 |
Bonds | 16.64 | 16.85 | 0.21 |
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 | 18.63 | 17.93 |
Price to Book | 2.74 | 2.63 |
Price to Sales | 2.02 | 1.90 |
Price to Cash Flow | 11.33 | 10.85 |
Dividend Yield | 1.90 | 2.17 |
5 Years Earnings Growth | 9.74 | 10.33 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.04 | 16.36 |
Technology | 20.18 | 22.24 |
Industrials | 15.51 | 11.71 |
Consumer Cyclical | 10.13 | 10.83 |
Communication Services | 9.73 | 7.25 |
Healthcare | 7.93 | 11.08 |
Basic Materials | 4.58 | 3.87 |
Energy | 4.37 | 3.97 |
Consumer Defensive | 3.95 | 6.07 |
Utilities | 1.45 | 2.69 |
Real Estate | 1.14 | 3.93 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 9.48 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.67 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.00 | - | - | |
Fidelity Series International Value | - | 6.71 | - | - | |
Fidelity Series International Growth | - | 6.64 | - | - | |
Fidelity Series Overseas | - | 6.63 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.06 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.34 | - | - | |
Fidelity Series Value Discovery | - | 5.34 | - | - | |
Fidelity Series Investment Grade Bond | - | 5.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 2.33 | 4.38 | 1.73 | ||
US3160671075 | 229.11B | 2.36 | 4.42 | 1.77 | ||
US31617H8051 | 120.63B | 2.43 | 4.62 | 1.99 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.70 | 1.61 | 1.62 | ||
Strategic Advisers Core Income | 44.13B | 4.36 | 2.35 | 2.22 |
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