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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 54.18 | 54.18 | 0.00 |
Bonds | 49.42 | 50.28 | 0.86 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.64 | 0.69 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.49 | 16.98 |
Price to Book | 2.48 | 2.55 |
Price to Sales | 1.86 | 1.87 |
Price to Cash Flow | 10.68 | 10.62 |
Dividend Yield | 2.07 | 2.22 |
5 Years Earnings Growth | 10.36 | 10.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.19 | 16.41 |
Technology | 19.89 | 21.29 |
Industrials | 13.46 | 11.14 |
Consumer Cyclical | 10.78 | 10.36 |
Healthcare | 9.16 | 11.60 |
Communication Services | 7.91 | 7.09 |
Basic Materials | 4.97 | 3.91 |
Energy | 4.76 | 4.46 |
Consumer Defensive | 4.36 | 6.21 |
Utilities | 2.14 | 2.90 |
Real Estate | 1.37 | 4.63 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 24.78 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 10.00 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.38 | - | - | |
Fidelity Series Large Cap Stock | - | 5.40 | - | - | |
Fidelity Series Growth Company | - | 5.26 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.79 | - | - | |
Fidelity Series International Value | - | 4.75 | - | - | |
Fidelity Series Overseas | - | 4.41 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.35 | - | - | |
Fidelity Series International Growth | - | 4.22 | - | - |
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 | 1.72 | 4.45 | 1.92 | ||
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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