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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.86 | 4.27 | 1.41 |
Shares | 87.11 | 87.22 | 0.11 |
Bonds | 9.34 | 9.34 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 17.89 |
Price to Book | 2.65 | 2.62 |
Price to Sales | 1.97 | 1.90 |
Price to Cash Flow | 10.86 | 10.77 |
Dividend Yield | 1.95 | 2.22 |
5 Years Earnings Growth | 9.57 | 10.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.70 | 16.55 |
Technology | 19.26 | 22.68 |
Industrials | 15.67 | 11.50 |
Consumer Cyclical | 9.93 | 10.93 |
Communication Services | 9.15 | 7.23 |
Healthcare | 8.27 | 11.26 |
Basic Materials | 4.57 | 3.81 |
Energy | 4.36 | 3.91 |
Consumer Defensive | 4.26 | 6.02 |
Utilities | 1.65 | 2.54 |
Real Estate | 1.18 | 3.58 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 10.41 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.09 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.74 | - | - | |
Fidelity Series International Value | - | 7.54 | - | - | |
Fidelity Series Overseas | - | 7.38 | - | - | |
Fidelity Series International Growth | - | 7.36 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.70 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.82 | - | - | |
Fidelity Series Value Discovery | - | 5.77 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.58 | - | - |
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 |
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