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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.63 | 11.52 | 10.89 |
Shares | 38.41 | 38.45 | 0.04 |
Bonds | 60.69 | 61.99 | 1.30 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.22 | 0.30 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.81 | 16.40 |
Price to Book | 2.49 | 2.40 |
Price to Sales | 1.70 | 1.71 |
Price to Cash Flow | 10.45 | 9.79 |
Dividend Yield | 2.03 | 2.28 |
5 Years Earnings Growth | 12.00 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.56 | 19.56 |
Financial Services | 17.78 | 15.61 |
Industrials | 12.97 | 11.10 |
Consumer Cyclical | 11.58 | 10.55 |
Healthcare | 9.63 | 11.91 |
Communication Services | 6.76 | 6.02 |
Basic Materials | 5.62 | 4.74 |
Energy | 5.36 | 5.45 |
Consumer Defensive | 4.70 | 6.72 |
Utilities | 1.69 | 2.83 |
Real Estate | 1.34 | 5.51 |
Number of long holdings: 42
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 31.23 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.04 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.15 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.00 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.81 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.78 | - | - | |
Fidelity Series Growth Company | - | 3.50 | - | - | |
Fidelity Series Overseas | - | 3.40 | - | - | |
Fidelity Series International Growth | - | 3.37 | - | - | |
Fidelity Series International Value | - | 3.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.24 | 2.43 | 1.14 | ||
US3160671075 | 225.09B | 1.22 | 2.45 | 1.17 | ||
US31617H8051 | 96.23B | 1.29 | 2.61 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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