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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.97 | 12.63 | 5.66 |
Shares | 24.58 | 24.58 | 0.00 |
Bonds | 68.43 | 68.47 | 0.04 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 16.46 |
Price to Book | 2.50 | 2.46 |
Price to Sales | 1.93 | 1.79 |
Price to Cash Flow | 10.91 | 9.99 |
Dividend Yield | 2.22 | 2.29 |
5 Years Earnings Growth | 10.06 | 11.06 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.69 | 19.98 |
Financial Services | 18.34 | 17.20 |
Consumer Cyclical | 10.77 | 10.25 |
Industrials | 10.62 | 11.15 |
Healthcare | 10.13 | 11.45 |
Communication Services | 7.87 | 6.41 |
Consumer Defensive | 5.97 | 6.52 |
Energy | 4.02 | 5.66 |
Basic Materials | 3.70 | 4.70 |
Utilities | 2.58 | 3.02 |
Real Estate | 2.32 | 3.66 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 40.67 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 16.21 | - | - | |
Fidelity Series Total Market Index | - | 14.39 | - | - | |
Fidelity Series Global ex US Index | - | 10.21 | - | - | |
Fidelity Series Treasury Bill Index | - | 8.31 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.93 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.20 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 232.51B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 116.52B | 1.72 | 4.45 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 40.35B | 3.33 | 2.23 | 2.06 |
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