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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.80 | 12.22 | 7.42 |
Shares | 44.68 | 44.75 | 0.07 |
Bonds | 49.98 | 51.06 | 1.08 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.50 | 0.59 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.47 | 17.96 |
Price to Book | 2.70 | 2.51 |
Price to Sales | 2.01 | 1.83 |
Price to Cash Flow | 11.50 | 10.26 |
Dividend Yield | 1.93 | 2.23 |
5 Years Earnings Growth | 9.74 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.32 | 20.20 |
Financial Services | 20.61 | 15.94 |
Industrials | 15.00 | 11.32 |
Consumer Cyclical | 10.50 | 10.67 |
Communication Services | 9.41 | 7.11 |
Healthcare | 7.54 | 11.86 |
Basic Materials | 4.75 | 4.10 |
Energy | 4.26 | 4.29 |
Consumer Defensive | 4.04 | 6.69 |
Utilities | 1.34 | 3.13 |
Real Estate | 1.24 | 4.73 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 26.60 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 6.52 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.32 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 4.64 | - | - | |
Fidelity Series Growth Company | - | 4.60 | - | - | |
Fidelity Series Large Cap Stock | - | 4.49 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.39 | - | - | |
Fidelity Series International Value | - | 3.75 | - | - | |
Fidelity Series International Growth | - | 3.63 | - | - | |
Fidelity Series Overseas | - | 3.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 2.33 | 4.38 | 1.73 | ||
US3160671075 | 229.11B | 2.36 | 4.42 | 1.77 | ||
US31617H8051 | 120.63B | 2.43 | 4.62 | 1.99 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.70 | 1.61 | 1.62 | ||
Strategic Advisers Core Income | 44.13B | 4.36 | 2.35 | 2.22 |
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