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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 91.87 | 91.88 | 0.01 |
Bonds | 9.62 | 9.62 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.62 | 0.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.46 | 17.34 |
Price to Book | 2.50 | 2.69 |
Price to Sales | 1.85 | 1.98 |
Price to Cash Flow | 10.53 | 11.01 |
Dividend Yield | 2.08 | 2.04 |
5 Years Earnings Growth | 9.77 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.69 | 16.52 |
Technology | 18.68 | 22.79 |
Industrials | 14.59 | 11.28 |
Consumer Cyclical | 10.48 | 10.97 |
Healthcare | 9.54 | 11.72 |
Communication Services | 8.39 | 7.35 |
Basic Materials | 4.88 | 3.83 |
Energy | 4.83 | 3.92 |
Consumer Defensive | 4.07 | 5.90 |
Utilities | 1.62 | 2.48 |
Real Estate | 1.23 | 3.24 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Large Cap Stock | - | 10.65 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.73 | - | - | |
Fidelity Series International Value | - | 8.17 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.94 | - | - | |
Fidelity Series Overseas | - | 7.81 | - | - | |
Fidelity Series International Growth | - | 7.64 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.89 | - | - | |
Fidelity Series Value Discovery | - | 6.24 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.08 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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