Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 60.93 | 61.07 | 0.14 |
| Bonds | 41.67 | 42.52 | 0.85 |
| Convertible | 0.01 | 0.01 | 0.00 |
| Preferred | 0.03 | 0.03 | 0.00 |
| Other | 0.65 | 0.71 | 0.06 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.10 | 17.86 |
| Price to Book | 2.80 | 2.72 |
| Price to Sales | 2.15 | 1.99 |
| Price to Cash Flow | 11.23 | 11.24 |
| Dividend Yield | 1.92 | 2.08 |
| 5 Years Earnings Growth | 10.07 | 10.43 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 22.18 | 22.45 |
| Financial Services | 20.21 | 16.25 |
| Industrials | 14.96 | 11.56 |
| Consumer Cyclical | 10.25 | 10.68 |
| Communication Services | 9.44 | 7.35 |
| Healthcare | 7.26 | 10.85 |
| Basic Materials | 4.71 | 3.86 |
| Energy | 4.33 | 4.08 |
| Consumer Defensive | 4.02 | 6.05 |
| Utilities | 1.40 | 2.86 |
| Real Estate | 1.24 | 4.03 |
Number of long holdings: 42
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Fidelity Series Investment Grade Bond | - | 21.36 | - | - | |
| Fidelity Series Emerging Markets Opps | - | 6.96 | - | - | |
| Fidelity Series Growth Company | - | 6.50 | - | - | |
| Fidelity Series Large Cap Stock | - | 6.34 | - | - | |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.79 | - | - | |
| Fidelity Series International Value | - | 5.06 | - | - | |
| Fidelity Series International Growth | - | 4.94 | - | - | |
| Fidelity Series Overseas | - | 4.86 | - | - | |
| Fidelity Series Intl Dev Mkts Bd Idx | - | 4.61 | - | - | |
| Fidelity Series Long-Term Trs Bd Idx | - | 4.45 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| US31617H1023 | 387.11B | 3.01 | 4.51 | 1.80 | ||
| US3160671075 | 233.49B | 3.05 | 4.54 | 1.83 | ||
| US31617H8051 | 123.05B | 3.14 | 4.72 | 2.06 | ||
| Fidelity US Bond Index Instl Prem | 67.05B | 6.05 | 4.87 | 1.80 | ||
| Strategic Advisers Core Income | 44.79B | 6.84 | 5.70 | 2.52 |
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