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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 11.19 | 6.12 |
Shares | 34.40 | 34.40 | 0.00 |
Bonds | 60.51 | 60.52 | 0.01 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.73 | 16.59 |
Price to Book | 2.45 | 2.44 |
Price to Sales | 1.88 | 1.82 |
Price to Cash Flow | 10.53 | 10.01 |
Dividend Yield | 2.30 | 2.26 |
5 Years Earnings Growth | 9.53 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.96 | 19.95 |
Financial Services | 18.59 | 16.45 |
Industrials | 10.80 | 11.04 |
Consumer Cyclical | 10.43 | 10.48 |
Healthcare | 10.26 | 11.40 |
Communication Services | 7.76 | 6.37 |
Consumer Defensive | 6.16 | 6.53 |
Energy | 4.29 | 4.95 |
Basic Materials | 3.73 | 4.40 |
Utilities | 2.65 | 2.94 |
Real Estate | 2.38 | 5.50 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 36.72 | - | - | |
Fidelity Series Total Market Index | - | 20.35 | - | - | |
Fidelity Series Global ex US Index | - | 14.09 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 10.48 | - | - | |
Fidelity Series Treasury Bill Index | - | 5.47 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 5.04 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.39 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.67 | 4.22 | 1.67 | ||
US3160671075 | 232.51B | 1.69 | 4.25 | 1.70 | ||
US31617H8051 | 116.52B | 1.74 | 4.46 | 1.92 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 2.39 | 1.47 | 1.47 | ||
Strategic Advisers Core Income | 40.35B | 2.82 | 1.95 | 2.03 |
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