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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.48 | 9.14 | 6.66 |
Shares | 66.54 | 66.61 | 0.07 |
Bonds | 30.22 | 30.86 | 0.64 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.72 | 0.77 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.60 | 18.14 |
Price to Book | 2.74 | 2.71 |
Price to Sales | 2.02 | 1.97 |
Price to Cash Flow | 11.57 | 11.18 |
Dividend Yield | 1.90 | 2.08 |
5 Years Earnings Growth | 9.76 | 10.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.51 | 22.51 |
Financial Services | 20.57 | 16.46 |
Industrials | 14.82 | 11.51 |
Consumer Cyclical | 10.40 | 10.69 |
Communication Services | 9.48 | 7.43 |
Healthcare | 7.66 | 11.16 |
Basic Materials | 4.65 | 3.76 |
Energy | 4.28 | 3.96 |
Consumer Defensive | 4.06 | 6.05 |
Utilities | 1.35 | 2.69 |
Real Estate | 1.22 | 3.77 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 15.74 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.40 | - | - | |
Fidelity Series Growth Company | - | 7.19 | - | - | |
Fidelity Series Large Cap Stock | - | 7.03 | - | - | |
Fidelity Series International Value | - | 5.60 | - | - | |
Fidelity Series International Growth | - | 5.50 | - | - | |
Fidelity Series Overseas | - | 5.49 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.68 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.55 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.28 | - | - |
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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