
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.38 | 16.39 | 12.01 |
Shares | 29.41 | 29.42 | 0.01 |
Bonds | 65.75 | 66.97 | 1.22 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.42 | 0.49 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.98 | 16.48 |
Price to Book | 2.36 | 2.46 |
Price to Sales | 1.79 | 1.79 |
Price to Cash Flow | 10.29 | 10.00 |
Dividend Yield | 2.21 | 2.30 |
5 Years Earnings Growth | 9.61 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.95 | 17.21 |
Technology | 19.41 | 19.93 |
Industrials | 14.51 | 11.23 |
Consumer Cyclical | 11.03 | 10.22 |
Healthcare | 9.01 | 11.45 |
Communication Services | 7.86 | 6.40 |
Basic Materials | 5.12 | 4.70 |
Energy | 4.53 | 5.64 |
Consumer Defensive | 4.50 | 6.57 |
Utilities | 1.65 | 3.00 |
Real Estate | 1.44 | 3.67 |
Number of long holdings: 44
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 35.28 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 16.10 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.87 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.76 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.34 | - | - | |
Fidelity Series Growth Company | - | 2.68 | - | - | |
Fidelity Series Large Cap Stock | - | 2.61 | - | - | |
Fidelity Series International Value | - | 2.30 | - | - | |
MSCI EAFE Index Future June 25 | - | 2.29 | - | - | |
Fidelity Series Overseas | - | 2.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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