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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 85.06 | 85.06 | 0.00 |
Bonds | 18.29 | 18.45 | 0.16 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.84 | 0.86 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 17.02 |
Price to Book | 2.54 | 2.53 |
Price to Sales | 1.89 | 1.84 |
Price to Cash Flow | 10.89 | 10.42 |
Dividend Yield | 2.01 | 2.22 |
5 Years Earnings Growth | 10.47 | 10.73 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.91 | 21.45 |
Financial Services | 20.78 | 16.43 |
Industrials | 13.49 | 11.41 |
Consumer Cyclical | 10.77 | 10.88 |
Healthcare | 9.12 | 11.72 |
Communication Services | 7.93 | 6.99 |
Basic Materials | 4.94 | 3.95 |
Energy | 4.45 | 4.16 |
Consumer Defensive | 4.23 | 6.17 |
Utilities | 2.01 | 2.74 |
Real Estate | 1.37 | 4.10 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.37 | - | - | |
Fidelity Series Large Cap Stock | - | 8.75 | - | - | |
Fidelity Series Growth Company | - | 8.54 | - | - | |
Fidelity Series International Value | - | 7.63 | - | - | |
Fidelity Series Overseas | - | 7.14 | - | - | |
Fidelity Series International Growth | - | 6.84 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.04 | - | - | |
Fidelity Series Value Discovery | - | 5.64 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.39 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 368.09B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 224.77B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 118.44B | 1.38 | 4.35 | 1.89 | ||
Fidelity US Bond Index Instl Prem | 62.64B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 41.61B | 3.33 | 2.23 | 2.06 |
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