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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.86 | 13.76 | 11.90 |
Shares | 38.17 | 38.19 | 0.02 |
Bonds | 59.42 | 60.52 | 1.10 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.50 | 0.56 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.22 | 16.59 |
Price to Book | 2.42 | 2.44 |
Price to Sales | 1.81 | 1.82 |
Price to Cash Flow | 10.47 | 10.01 |
Dividend Yield | 2.16 | 2.26 |
5 Years Earnings Growth | 9.61 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.04 | 16.45 |
Technology | 19.63 | 19.95 |
Industrials | 14.33 | 11.04 |
Consumer Cyclical | 10.78 | 10.48 |
Healthcare | 9.07 | 11.40 |
Communication Services | 7.91 | 6.37 |
Basic Materials | 5.02 | 4.40 |
Consumer Defensive | 4.65 | 6.53 |
Energy | 4.48 | 4.95 |
Utilities | 1.64 | 2.94 |
Real Estate | 1.45 | 5.50 |
Number of long holdings: 46
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 31.75 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 10.52 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.85 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.63 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.46 | - | - | |
Fidelity Series Growth Company | - | 3.69 | - | - | |
Fidelity Series Large Cap Stock | - | 3.60 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.58 | - | - | |
Fidelity Series International Value | - | 3.12 | - | - | |
Fidelity Series Overseas | - | 3.00 | - | - |
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 |
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