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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 72.30 | 72.31 | 0.01 |
Bonds | 31.02 | 31.58 | 0.56 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.57 | 0.63 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.73 | 17.27 |
Price to Book | 2.64 | 2.66 |
Price to Sales | 1.89 | 1.92 |
Price to Cash Flow | 11.54 | 11.28 |
Dividend Yield | 1.93 | 2.07 |
5 Years Earnings Growth | 12.37 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.17 | 22.45 |
Financial Services | 18.38 | 15.43 |
Industrials | 13.01 | 11.29 |
Consumer Cyclical | 11.00 | 10.58 |
Healthcare | 9.94 | 12.10 |
Communication Services | 7.35 | 7.02 |
Basic Materials | 5.53 | 4.08 |
Energy | 4.79 | 4.24 |
Consumer Defensive | 4.27 | 6.07 |
Utilities | 2.24 | 2.77 |
Real Estate | 1.32 | 3.97 |
Number of long holdings: 45
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 15.58 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.61 | - | - | |
Fidelity Series Growth Company | - | 7.65 | - | - | |
Fidelity Series Large Cap Stock | - | 7.40 | - | - | |
Fidelity Series International Growth | - | 5.99 | - | - | |
Fidelity Series International Value | - | 5.98 | - | - | |
Fidelity Series Overseas | - | 5.88 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.94 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.52 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 340.32B | 4.56 | 3.53 | 1.46 | ||
US3160671075 | 235.1B | 4.58 | 3.56 | 1.49 | ||
US31617H8051 | 106.93B | 4.73 | 3.76 | - | ||
Fidelity US Bond Index Instl Prem | 61.02B | 3.02 | -1.95 | 1.49 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 2.03 |
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