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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 46.76 | 46.76 | 0.00 |
Bonds | 54.80 | 55.70 | 0.90 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.49 | 0.56 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.45 | 17.48 |
Price to Book | 2.47 | 2.46 |
Price to Sales | 1.86 | 1.80 |
Price to Cash Flow | 10.71 | 10.06 |
Dividend Yield | 2.06 | 2.26 |
5 Years Earnings Growth | 10.44 | 10.57 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.73 | 16.00 |
Technology | 20.69 | 19.80 |
Industrials | 13.62 | 11.15 |
Consumer Cyclical | 10.96 | 10.74 |
Healthcare | 8.97 | 12.15 |
Communication Services | 7.93 | 6.99 |
Basic Materials | 5.00 | 4.13 |
Energy | 4.42 | 4.38 |
Consumer Defensive | 4.27 | 6.73 |
Utilities | 2.01 | 3.18 |
Real Estate | 1.41 | 4.78 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 28.62 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.30 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.57 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 4.85 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.78 | - | - | |
Fidelity Series Large Cap Stock | - | 4.54 | - | - | |
Fidelity Series Growth Company | - | 4.43 | - | - | |
Fidelity Series International Value | - | 3.97 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.91 | - | - | |
Fidelity Series Overseas | - | 3.69 | - | - |
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 |
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