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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.88 | 12.41 | 7.53 |
Shares | 45.23 | 45.37 | 0.14 |
Bonds | 49.33 | 50.39 | 1.06 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.52 | 0.60 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.47 | 17.87 |
Price to Book | 2.62 | 2.50 |
Price to Sales | 1.96 | 1.83 |
Price to Cash Flow | 11.12 | 10.21 |
Dividend Yield | 1.98 | 2.23 |
5 Years Earnings Growth | 9.54 | 10.36 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.07 | 15.99 |
Technology | 20.62 | 20.05 |
Industrials | 15.05 | 11.31 |
Consumer Cyclical | 10.43 | 10.68 |
Communication Services | 8.84 | 7.06 |
Healthcare | 7.86 | 11.92 |
Basic Materials | 4.71 | 4.10 |
Consumer Defensive | 4.34 | 6.73 |
Energy | 4.25 | 4.29 |
Utilities | 1.53 | 3.15 |
Real Estate | 1.30 | 4.75 |
Number of long holdings: 42
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 26.04 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 6.47 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.30 | - | - | |
Fidelity Series Growth Company | - | 4.77 | - | - | |
Fidelity Series Large Cap Stock | - | 4.61 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 4.55 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.46 | - | - | |
Fidelity Series International Value | - | 3.86 | - | - | |
Fidelity Series Overseas | - | 3.70 | - | - | |
Fidelity Series International Growth | - | 3.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.11B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 120.63B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.13B | 4.54 | 3.29 | 2.32 |
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