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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 85.470 | 85.470 | 0.000 |
Bonds | 18.160 | 18.280 | 0.120 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.820 | 0.840 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.318 | 17.218 |
Price to Book | 2.610 | 2.568 |
Price to Sales | 1.915 | 1.870 |
Price to Cash Flow | 11.049 | 10.625 |
Dividend Yield | 1.956 | 2.185 |
5 Years Earnings Growth | 11.043 | 10.984 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.300 | 21.999 |
Financial Services | 20.030 | 16.190 |
Industrials | 13.660 | 11.340 |
Consumer Cyclical | 11.050 | 10.990 |
Healthcare | 9.090 | 11.580 |
Communication Services | 8.130 | 7.059 |
Basic Materials | 4.990 | 3.921 |
Energy | 4.380 | 4.094 |
Consumer Defensive | 4.030 | 6.010 |
Utilities | 2.050 | 2.741 |
Real Estate | 1.290 | 4.078 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.14 | - | - | |
Fidelity Series Large Cap Stock | - | 8.85 | - | - | |
Fidelity Series Growth Company | - | 8.80 | - | - | |
Fidelity Series International Value | - | 7.28 | - | - | |
Fidelity Series Overseas | - | 7.04 | - | - | |
Fidelity Series International Growth | - | 6.95 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.01 | - | - | |
Fidelity Series Value Discovery | - | 5.59 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.42 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
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