
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.270 | 4.720 | 1.450 |
Shares | 88.280 | 89.460 | 1.180 |
Bonds | 1.610 | 1.610 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 6.810 | 6.820 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.860 | - |
Price to Book | 2.471 | - |
Price to Sales | 2.154 | - |
Price to Cash Flow | 11.126 | - |
Dividend Yield | 2.156 | - |
5 Years Earnings Growth | 9.611 | - |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.780 | - |
Technology | 18.380 | - |
Industrials | 14.590 | - |
Consumer Cyclical | 9.920 | - |
Communication Services | 8.010 | - |
Basic Materials | 7.230 | - |
Healthcare | 7.010 | - |
Energy | 5.120 | - |
Consumer Defensive | 4.500 | - |
Utilities | 1.770 | - |
Real Estate | 0.700 | - |
Number of long holdings: 27
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Emerging Mkts Portfolio Sr O | - | 13.25 | - | - | |
Fidelity International Eq MA Bs O | - | 12.05 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 10.33 | - | - | |
Insights Investment Tr - O | - | 9.26 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 6.98 | - | - | |
Fidelity International Growth Invest Tr | - | 6.90 | - | - | |
Fidelity Blue Chip Grth Multi Ass Base O | - | 6.72 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 6.23 | - | - | |
Fidelity True North Series O | - | 6.07 | - | - | |
Fidelity US Dividend Investment Tr Sr O | - | 5.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 19.08B | 4.41 | 13.87 | 7.31 | ||
Fidelity Global Balanced Portf F8 | 19.08B | 4.41 | 13.86 | 7.30 | ||
Fidelity Global Balanced Portf F | 19.08B | 4.42 | 13.87 | 7.31 | ||
Fidelity Global Balanced Portfol B | 19.08B | 3.83 | 12.59 | 6.11 | ||
Fidelity Monthly Income Series F | 6.89B | 6.11 | 9.50 | 6.20 |
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