
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.44 | 17.01 | 10.57 |
Shares | 22.91 | 23.05 | 0.14 |
Bonds | 70.40 | 71.89 | 1.49 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.20 | 0.30 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.57 | 17.59 |
Price to Book | 2.66 | 2.50 |
Price to Sales | 2.06 | 1.88 |
Price to Cash Flow | 10.95 | 10.49 |
Dividend Yield | 2.06 | 2.53 |
5 Years Earnings Growth | 10.04 | 9.81 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.59 | 16.48 |
Technology | 20.01 | 22.43 |
Industrials | 16.19 | 11.39 |
Consumer Cyclical | 10.59 | 10.38 |
Communication Services | 9.40 | 7.45 |
Healthcare | 7.26 | 10.48 |
Basic Materials | 4.93 | 3.79 |
Energy | 4.32 | 4.06 |
Consumer Defensive | 3.96 | 5.74 |
Utilities | 1.46 | 2.93 |
Real Estate | 1.30 | 4.89 |
Number of long holdings: 42
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 37.49 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 19.85 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.66 | - | - | |
10 Year Treasury Note Future Dec 25 | - | 3.76 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.27 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.08 | - | - | |
Fidelity Series Large Cap Stock | - | 2.30 | - | - | |
Fidelity Series Short-Term Credit | - | 1.88 | - | - | |
Fidelity Series International Value | - | 1.80 | - | - | |
Fidelity Series International Growth | - | 1.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.54B | 4.11 | 9.37 | 5.18 | ||
Fidelity Advisor Floating Rate HiI | 2.13B | 4.07 | 9.34 | 5.12 | ||
US3157966157 | 1.99B | 17.89 | 20.87 | - | ||
Fidelity Convertible Securities | 1.8B | 17.00 | 15.49 | 11.40 | ||
Fidelity Freedom Income | 1.3B | 8.86 | 8.28 | 4.33 |
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