Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 61.46 | 61.47 | 0.01 |
Bonds | 41.75 | 42.62 | 0.87 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.39 | 0.45 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 17.24 |
Price to Book | 2.65 | 2.56 |
Price to Sales | 1.83 | 1.78 |
Price to Cash Flow | 11.28 | 10.66 |
Dividend Yield | 1.89 | 2.13 |
5 Years Earnings Growth | 12.22 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.85 | 21.26 |
Financial Services | 17.64 | 14.79 |
Industrials | 12.86 | 11.63 |
Consumer Cyclical | 11.21 | 10.87 |
Healthcare | 10.02 | 12.52 |
Communication Services | 6.84 | 6.46 |
Basic Materials | 5.42 | 4.40 |
Energy | 5.42 | 4.75 |
Consumer Defensive | 4.70 | 6.49 |
Utilities | 1.72 | 2.65 |
Real Estate | 1.32 | 4.24 |
Number of long holdings: 42
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.06 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.99 | - | - | |
Fidelity Series Growth Company | - | 6.14 | - | - | |
Fidelity Series Large Cap Stock | - | 5.88 | - | - | |
Fidelity Series International Value | - | 5.48 | - | - | |
Fidelity Series Overseas | - | 5.37 | - | - | |
Fidelity Series International Growth | - | 5.37 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.84 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.60 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review