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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.00 | 4.39 | 0.39 |
Shares | 49.22 | 49.22 | 0.00 |
Bonds | 46.76 | 46.87 | 0.11 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 16.34 |
Price to Book | 2.45 | 2.43 |
Price to Sales | 1.78 | 1.70 |
Price to Cash Flow | 10.99 | 9.85 |
Dividend Yield | 2.28 | 2.34 |
5 Years Earnings Growth | 10.91 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.16 | 19.54 |
Financial Services | 16.30 | 16.34 |
Industrials | 11.19 | 11.22 |
Healthcare | 11.15 | 11.97 |
Consumer Cyclical | 10.82 | 10.25 |
Communication Services | 7.14 | 6.11 |
Consumer Defensive | 6.27 | 6.76 |
Energy | 4.71 | 6.15 |
Basic Materials | 4.38 | 4.99 |
Real Estate | 2.49 | 3.81 |
Utilities | 2.40 | 2.85 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 39.58 | - | - | |
Fidelity Series Total Market Index | - | 15.83 | - | - | |
Series 0-5 Yr Tips Index | - | 15.24 | - | - | |
Fidelity Series Global ex US Index | - | 10.79 | - | - | |
Fidelity Series Treasury Bill Index | - | 7.95 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 5.02 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.06 | - | - | |
Series 5+ Yr Tips Index | - | 2.38 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 0.00 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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