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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.60 | 13.67 | 5.07 |
Shares | 24.79 | 24.79 | 0.00 |
Bonds | 66.59 | 66.65 | 0.06 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.37 | 17.13 |
Price to Book | 2.77 | 2.53 |
Price to Sales | 2.15 | 1.85 |
Price to Cash Flow | 11.93 | 10.24 |
Dividend Yield | 2.07 | 2.26 |
5 Years Earnings Growth | 9.55 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.71 | 20.43 |
Financial Services | 18.23 | 17.17 |
Industrials | 11.36 | 11.49 |
Consumer Cyclical | 10.21 | 10.13 |
Healthcare | 8.66 | 10.95 |
Communication Services | 8.23 | 6.61 |
Consumer Defensive | 5.53 | 6.45 |
Energy | 3.76 | 5.53 |
Basic Materials | 3.53 | 4.69 |
Utilities | 2.61 | 2.95 |
Real Estate | 2.17 | 3.60 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 40.55 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 16.40 | - | - | |
Fidelity Series Total Market Index | - | 14.78 | - | - | |
Fidelity Series Global ex US Index | - | 10.03 | - | - | |
Fidelity Series Treasury Bill Index | - | 8.39 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.90 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.07 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 1.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 387.11B | 3.01 | 4.51 | 1.80 | ||
US3160671075 | 233.49B | 3.05 | 4.54 | 1.83 | ||
US31617H8051 | 123.05B | 3.14 | 4.72 | 2.06 | ||
Fidelity US Bond Index Instl Prem | 67.05B | 6.05 | 4.87 | 1.80 | ||
Strategic Advisers Core Income | 44.79B | 6.84 | 5.70 | 2.52 |
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