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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 89.78 | 89.81 | 0.03 |
Bonds | 12.38 | 12.38 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.65 | 0.66 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.06 | 17.39 |
Price to Book | 2.56 | 2.49 |
Price to Sales | 1.72 | 1.79 |
Price to Cash Flow | 10.80 | 10.85 |
Dividend Yield | 1.95 | 2.05 |
5 Years Earnings Growth | 11.95 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.51 | 21.62 |
Financial Services | 17.70 | 16.51 |
Industrials | 12.47 | 11.31 |
Consumer Cyclical | 11.06 | 11.16 |
Healthcare | 10.42 | 11.60 |
Communication Services | 6.94 | 6.28 |
Energy | 5.66 | 5.17 |
Basic Materials | 5.28 | 4.54 |
Consumer Defensive | 4.86 | 5.80 |
Utilities | 1.76 | 2.16 |
Real Estate | 1.36 | 3.85 |
Number of long holdings: 39
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.41 | - | - | |
Fidelity Series Growth Company | - | 9.55 | - | - | |
Fidelity Series Large Cap Stock | - | 8.93 | - | - | |
Fidelity Series Overseas | - | 7.96 | - | - | |
Fidelity Series International Growth | - | 7.92 | - | - | |
Fidelity Series International Value | - | 7.90 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.18 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.68 | - | - | |
Fidelity Series Value Discovery | - | 5.54 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.24 | 2.43 | 1.14 | ||
US3160671075 | 225.09B | 1.22 | 2.45 | 1.17 | ||
US31617H8051 | 96.23B | 1.29 | 2.61 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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