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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.45 | 18.05 | 7.60 |
Shares | 22.39 | 22.46 | 0.07 |
Bonds | 66.88 | 68.33 | 1.45 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.24 | 0.35 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.08 | 17.44 |
Price to Book | 2.61 | 2.48 |
Price to Sales | 1.95 | 1.86 |
Price to Cash Flow | 11.08 | 10.45 |
Dividend Yield | 2.01 | 2.56 |
5 Years Earnings Growth | 9.65 | 9.71 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.04 | 16.52 |
Technology | 19.63 | 22.36 |
Industrials | 16.18 | 11.29 |
Consumer Cyclical | 10.65 | 10.37 |
Communication Services | 9.40 | 7.46 |
Healthcare | 7.35 | 10.55 |
Basic Materials | 4.98 | 3.76 |
Energy | 4.26 | 4.04 |
Consumer Defensive | 3.87 | 5.80 |
Utilities | 1.39 | 2.93 |
Real Estate | 1.25 | 4.90 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 35.82 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 18.64 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.51 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.18 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.99 | - | - | |
Us 10yr Note F (Cbt)sep25 Tyu5 | - | 2.67 | - | - | |
Fidelity Series Large Cap Stock | - | 2.10 | - | - | |
Fidelity Series International Value | - | 1.82 | - | - | |
Fidelity Series Short-Term Credit | - | 1.80 | - | - | |
Fidelity Series International Growth | - | 1.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.51B | 2.86 | 8.69 | 4.90 | ||
Fidelity Advisor Floating Rate HiI | 2.12B | 2.83 | 8.62 | 4.85 | ||
US3157966157 | 1.86B | 10.92 | 13.15 | - | ||
Fidelity Convertible Securities | 1.66B | 9.27 | 11.17 | 9.75 | ||
Fidelity Freedom Income | 1.28B | 5.92 | 4.69 | 3.75 |
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