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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.370 | 3.260 | 0.890 |
Shares | 88.390 | 88.390 | 0.000 |
Bonds | 2.690 | 2.690 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 6.530 | 6.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.619 | 18.053 |
Price to Book | 2.499 | 2.625 |
Price to Sales | 2.054 | 2.153 |
Price to Cash Flow | 11.868 | 11.455 |
Dividend Yield | 2.072 | 2.080 |
5 Years Earnings Growth | 12.603 | 11.709 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.430 | 18.089 |
Financial Services | 19.440 | 19.741 |
Industrials | 13.640 | 11.439 |
Consumer Cyclical | 10.090 | 9.871 |
Healthcare | 8.290 | 8.646 |
Communication Services | 7.670 | 6.497 |
Basic Materials | 7.550 | 5.636 |
Energy | 6.000 | 6.282 |
Consumer Defensive | 4.500 | 5.552 |
Utilities | 1.660 | 3.034 |
Real Estate | 0.720 | 5.214 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Emerging Mkts Portfolio Sr O | - | 12.87 | - | - | |
Fidelity International Eq MA Bs O | - | 11.58 | - | - | |
Insights Investment Tr - O | - | 10.10 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 9.71 | - | - | |
Fidelity Blue Chip Grth Multi Ass Base O | - | 7.31 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 6.69 | - | - | |
Fidelity True North Series O | - | 5.80 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 5.57 | - | - | |
Fidelity US Dividend Investment Tr Sr O | - | 5.46 | - | - | |
Fidelity International Growth Invest Tr | - | 5.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 16.18B | 12.74 | 4.78 | 7.35 | ||
Fidelity Global Balanced Portf F8 | 16.18B | 12.73 | 4.77 | 7.35 | ||
Fidelity Global Balanced Portf F | 16.18B | 12.74 | 4.78 | 7.36 | ||
Fidelity Global Balanced Portfol B | 16.18B | 11.89 | 3.60 | 6.15 | ||
Fidelity Monthly Income Series F | 6.94B | 9.36 | 4.44 | 5.71 |
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