
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.31 | 13.07 | 12.76 |
Shares | 37.60 | 37.60 | 0.00 |
Bonds | 61.56 | 62.67 | 1.11 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.49 | 0.55 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.33 | 16.56 |
Price to Book | 2.43 | 2.45 |
Price to Sales | 1.83 | 1.83 |
Price to Cash Flow | 10.53 | 10.01 |
Dividend Yield | 2.11 | 2.24 |
5 Years Earnings Growth | 10.34 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.12 | 16.44 |
Technology | 19.75 | 20.10 |
Industrials | 13.56 | 10.92 |
Consumer Cyclical | 10.96 | 10.55 |
Healthcare | 9.02 | 11.33 |
Communication Services | 7.92 | 6.40 |
Basic Materials | 5.02 | 4.39 |
Energy | 4.71 | 4.98 |
Consumer Defensive | 4.39 | 6.43 |
Utilities | 2.14 | 2.97 |
Real Estate | 1.41 | 5.49 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 32.14 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 10.55 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.76 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.67 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.61 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.64 | - | - | |
Fidelity Series Large Cap Stock | - | 3.57 | - | - | |
Fidelity Series Growth Company | - | 3.48 | - | - | |
10 Year Treasury Note Future June 25 | - | 3.25 | - | - | |
Fidelity Series International Value | - | 3.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 232.51B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 116.52B | 1.38 | 4.35 | 1.89 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 40.35B | 3.33 | 2.23 | 2.06 |
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