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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 84.30 | 84.31 | 0.01 |
Bonds | 17.14 | 17.32 | 0.18 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.91 | 0.92 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.50 | 17.06 |
Price to Book | 2.51 | 2.53 |
Price to Sales | 1.86 | 1.84 |
Price to Cash Flow | 10.69 | 10.43 |
Dividend Yield | 2.08 | 2.22 |
5 Years Earnings Growth | 9.76 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.03 | 16.45 |
Technology | 20.27 | 21.49 |
Industrials | 13.92 | 11.47 |
Consumer Cyclical | 10.68 | 10.83 |
Healthcare | 9.30 | 11.69 |
Communication Services | 8.02 | 7.01 |
Basic Materials | 4.89 | 3.93 |
Energy | 4.69 | 4.11 |
Consumer Defensive | 4.33 | 6.22 |
Utilities | 1.56 | 2.72 |
Real Estate | 1.33 | 4.10 |
Number of long holdings: 43
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.07 | - | - | |
Fidelity Series Growth Company | - | 9.03 | - | - | |
Fidelity Series Large Cap Stock | - | 8.80 | - | - | |
Fidelity Series International Value | - | 7.55 | - | - | |
Fidelity Series Overseas | - | 7.15 | - | - | |
Fidelity Series International Growth | - | 7.00 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.82 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.40 | - | - | |
Fidelity Series Value Discovery | - | 5.40 | - | - | |
Fidelity Series Investment Grade Bond | - | 5.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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