
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 92.89 | 92.89 | 0.00 |
Bonds | 10.76 | 10.76 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.57 | 0.58 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.26 | 17.45 |
Price to Book | 2.61 | 2.67 |
Price to Sales | 1.90 | 1.93 |
Price to Cash Flow | 10.97 | 11.05 |
Dividend Yield | 1.97 | 2.06 |
5 Years Earnings Growth | 10.87 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.39 | 16.15 |
Technology | 20.08 | 22.65 |
Industrials | 14.16 | 11.22 |
Consumer Cyclical | 10.63 | 11.09 |
Healthcare | 9.52 | 11.66 |
Communication Services | 8.47 | 7.28 |
Basic Materials | 4.98 | 3.85 |
Energy | 4.49 | 3.99 |
Consumer Defensive | 3.90 | 5.93 |
Utilities | 2.17 | 2.64 |
Real Estate | 1.20 | 3.53 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 10.63 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.78 | - | - | |
Fidelity Series International Value | - | 7.93 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.83 | - | - | |
Fidelity Series Overseas | - | 7.68 | - | - | |
Fidelity Series International Growth | - | 7.58 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.82 | - | - | |
Fidelity Series Value Discovery | - | 6.48 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.24 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
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