
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 91.71 | 91.72 | 0.01 |
Bonds | 9.65 | 9.65 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.97 | 0.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.52 | 17.21 |
Price to Book | 2.51 | 2.61 |
Price to Sales | 1.87 | 1.90 |
Price to Cash Flow | 10.70 | 10.78 |
Dividend Yield | 2.07 | 2.11 |
5 Years Earnings Growth | 9.77 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.02 | 16.57 |
Technology | 20.31 | 22.24 |
Industrials | 13.89 | 11.25 |
Consumer Cyclical | 10.66 | 10.90 |
Healthcare | 9.32 | 11.70 |
Communication Services | 8.03 | 7.17 |
Basic Materials | 4.88 | 3.83 |
Energy | 4.69 | 4.03 |
Consumer Defensive | 4.33 | 6.14 |
Utilities | 1.57 | 2.63 |
Real Estate | 1.32 | 3.52 |
Number of long holdings: 45
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Growth Company | - | 9.89 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.73 | - | - | |
Fidelity Series Large Cap Stock | - | 9.63 | - | - | |
Fidelity Series International Value | - | 8.14 | - | - | |
Fidelity Series Overseas | - | 7.82 | - | - | |
Fidelity Series International Growth | - | 7.67 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.37 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.92 | - | - | |
Fidelity Series Value Discovery | - | 5.91 | - | - | |
Fidelity Series Blue Chip Growth | - | 5.43 | - | - |
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 |
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