Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.10 | 9.71 | 5.61 |
Shares | 36.81 | 36.81 | 0.00 |
Bonds | 59.07 | 59.07 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 16.46 |
Price to Book | 2.53 | 2.41 |
Price to Sales | 1.84 | 1.73 |
Price to Cash Flow | 11.27 | 9.84 |
Dividend Yield | 2.16 | 2.27 |
5 Years Earnings Growth | 10.83 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.42 | 19.60 |
Financial Services | 16.11 | 15.60 |
Healthcare | 11.27 | 11.91 |
Industrials | 11.06 | 11.10 |
Consumer Cyclical | 11.01 | 10.55 |
Communication Services | 7.14 | 6.02 |
Consumer Defensive | 6.33 | 6.71 |
Energy | 4.52 | 5.46 |
Basic Materials | 4.26 | 4.73 |
Real Estate | 2.53 | 5.50 |
Utilities | 2.36 | 2.82 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 35.78 | - | - | |
Fidelity Series Total Market Index | - | 22.14 | - | - | |
Fidelity Series Global ex US Index | - | 14.70 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.13 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.96 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.95 | - | - | |
Fidelity Series Treasury Bill Index | - | 4.81 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review