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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 29.990 | 28.010 |
Shares | 30.960 | 30.960 | 0.000 |
Bonds | 55.040 | 55.040 | 0.000 |
Convertible | 0.130 | 0.130 | 0.000 |
Other | 11.900 | 11.900 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.832 | 17.480 |
Price to Book | 2.479 | 2.544 |
Price to Sales | 2.216 | 2.175 |
Price to Cash Flow | 11.151 | 11.008 |
Dividend Yield | 2.235 | 2.241 |
5 Years Earnings Growth | 8.995 | 10.251 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.590 | 21.691 |
Technology | 16.830 | 16.593 |
Industrials | 16.270 | 12.761 |
Consumer Cyclical | 8.770 | 8.392 |
Basic Materials | 8.460 | 6.414 |
Communication Services | 7.820 | 8.146 |
Healthcare | 5.740 | 7.766 |
Energy | 5.010 | 5.467 |
Consumer Defensive | 4.480 | 6.528 |
Utilities | 1.410 | 2.712 |
Real Estate | 0.620 | 3.532 |
Number of long holdings: 29
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Multi-Ass Base O | - | 16.59 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 16.22 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 11.27 | - | - | |
Fidelity Canadian Short-Term Bond Sr A | - | 9.38 | - | - | |
Can Rr Bnd Ma Base - O | - | 8.51 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 5.95 | - | - | |
Fidelity International Eq MA Bs O | - | 4.78 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 3.07 | - | - | |
Fidelity International Growth Invest Tr | - | 2.76 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 2.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portfol B | 20.83B | 11.14 | 14.99 | 6.92 | ||
Fidelity Global Balanced Portf F5 | 20.83B | 12.08 | 16.30 | 8.13 | ||
Fidelity Global Balanced Portf F8 | 20.83B | 12.07 | 16.29 | 8.13 | ||
Fidelity Global Balanced Portf F | 20.83B | 12.09 | 16.30 | 8.14 | ||
Fidelity Monthly Income Series F | 7.17B | 12.32 | 12.15 | 6.94 |
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