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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.40 | 3.76 | 1.36 |
Shares | 87.58 | 87.65 | 0.07 |
Bonds | 9.35 | 9.35 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.62 | 0.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 18.04 |
Price to Book | 2.75 | 2.63 |
Price to Sales | 2.02 | 1.91 |
Price to Cash Flow | 11.34 | 10.85 |
Dividend Yield | 1.89 | 2.20 |
5 Years Earnings Growth | 9.74 | 10.31 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.04 | 16.49 |
Technology | 20.20 | 22.93 |
Industrials | 15.49 | 11.52 |
Consumer Cyclical | 10.11 | 10.90 |
Communication Services | 9.74 | 7.30 |
Healthcare | 7.96 | 11.14 |
Basic Materials | 4.56 | 3.80 |
Energy | 4.37 | 3.91 |
Consumer Defensive | 3.95 | 5.95 |
Utilities | 1.45 | 2.52 |
Real Estate | 1.14 | 3.56 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 10.40 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.28 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.68 | - | - | |
Fidelity Series International Value | - | 7.32 | - | - | |
Fidelity Series International Growth | - | 7.24 | - | - | |
Fidelity Series Overseas | - | 7.23 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.65 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.86 | - | - | |
Fidelity Series Value Discovery | - | 5.86 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.58 | - | - |
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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