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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.57 | 18.26 | 7.69 |
Shares | 22.60 | 22.74 | 0.14 |
Bonds | 66.54 | 67.97 | 1.43 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.25 | 0.36 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.01 | 17.24 |
Price to Book | 2.53 | 2.46 |
Price to Sales | 1.91 | 1.84 |
Price to Cash Flow | 10.66 | 10.34 |
Dividend Yield | 2.05 | 2.58 |
5 Years Earnings Growth | 9.47 | 9.67 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.52 | 16.57 |
Technology | 18.93 | 22.05 |
Industrials | 16.19 | 11.28 |
Consumer Cyclical | 10.51 | 10.43 |
Communication Services | 8.95 | 7.41 |
Healthcare | 7.70 | 10.67 |
Basic Materials | 4.91 | 3.78 |
Energy | 4.25 | 4.04 |
Consumer Defensive | 4.17 | 5.89 |
Utilities | 1.57 | 2.96 |
Real Estate | 1.30 | 4.93 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 35.29 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 18.72 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.57 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.11 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.94 | - | - | |
Us 10yr Note F (Cbt)sep25 Tyu5 | - | 2.68 | - | - | |
Fidelity Series Large Cap Stock | - | 2.16 | - | - | |
Fidelity Series Short-Term Credit | - | 1.81 | - | - | |
Fidelity Series International Value | - | 1.80 | - | - | |
Msci Eafe Fut Jun25 Mfsm5 | - | 1.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.51B | 2.35 | 9.37 | 4.81 | ||
Fidelity Advisor Floating Rate HiI | 2.12B | 2.32 | 9.33 | 4.77 | ||
US3157966157 | 1.86B | 10.03 | 15.27 | - | ||
Fidelity Convertible Securities | 1.66B | 6.38 | 12.41 | 9.39 | ||
Fidelity Freedom Income | 1.28B | 5.87 | 5.60 | 3.78 |
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