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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.17 | 15.79 | 11.62 |
Shares | 21.40 | 21.40 | 0.00 |
Bonds | 74.28 | 75.86 | 1.58 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.10 | 0.20 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 16.58 |
Price to Book | 2.45 | 2.32 |
Price to Sales | 1.76 | 1.64 |
Price to Cash Flow | 10.50 | 9.84 |
Dividend Yield | 2.07 | 2.62 |
5 Years Earnings Growth | 12.44 | 10.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.24 | 21.11 |
Financial Services | 18.02 | 15.18 |
Industrials | 13.33 | 11.31 |
Consumer Cyclical | 11.84 | 10.79 |
Healthcare | 8.94 | 11.87 |
Communication Services | 6.59 | 6.66 |
Basic Materials | 5.99 | 4.35 |
Energy | 5.30 | 4.65 |
Consumer Defensive | 4.69 | 6.25 |
Utilities | 1.65 | 2.86 |
Real Estate | 1.40 | 4.96 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 38.10 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 19.74 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.44 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.83 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.71 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.37 | - | - | |
Fidelity Series Short-Term Credit | - | 2.03 | - | - | |
5 Year Treasury Note Future June 24 | - | 2.01 | - | - | |
Fidelity Series International Value | - | 1.90 | - | - | |
Fidelity Series Overseas | - | 1.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 8.61B | 2.82 | 5.87 | 4.20 | ||
Fidelity Convertible Securities | 2.16B | -0.07 | -0.99 | 7.67 | ||
Fidelity Advisor Floating Rate HiI | 2.15B | 2.81 | 5.83 | 4.16 | ||
US3157966157 | 1.11B | 3.06 | 2.75 | - | ||
Fidelity China Region | 831.1M | 7.47 | -12.66 | 6.05 |
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