
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.590 | 6.380 | 3.790 |
Shares | 80.190 | 80.320 | 0.130 |
Bonds | 16.280 | 16.500 | 0.220 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.890 | 0.900 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.681 | 17.347 |
Price to Book | 2.663 | 2.562 |
Price to Sales | 1.970 | 1.863 |
Price to Cash Flow | 11.366 | 10.597 |
Dividend Yield | 1.950 | 2.210 |
5 Years Earnings Growth | 9.557 | 10.476 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.890 | 16.450 |
Technology | 20.530 | 21.568 |
Industrials | 14.180 | 11.544 |
Consumer Cyclical | 10.400 | 10.843 |
Healthcare | 8.960 | 11.542 |
Communication Services | 8.650 | 7.047 |
Basic Materials | 4.670 | 3.906 |
Consumer Defensive | 4.500 | 6.239 |
Energy | 4.360 | 4.056 |
Utilities | 1.530 | 2.724 |
Real Estate | 1.340 | 4.085 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Growth Company | - | 8.99 | - | - | |
Fidelity Series Large Cap Stock | - | 8.66 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.52 | - | - | |
Fidelity Series International Value | - | 6.94 | - | - | |
Fidelity Series Overseas | - | 6.79 | - | - | |
Fidelity Series International Growth | - | 6.76 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.58 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.29 | - | - | |
Fidelity Series Value Discovery | - | 5.02 | - | - | |
Fidelity Series Blue Chip Growth | - | 4.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 373.47B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.4B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 119.89B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.63B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.07B | 4.54 | 3.29 | 2.32 |
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