
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.93 | 11.11 | 5.18 |
Shares | 33.96 | 33.96 | 0.00 |
Bonds | 60.08 | 60.14 | 0.06 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.38 | 17.14 |
Price to Book | 2.77 | 2.51 |
Price to Sales | 2.16 | 1.88 |
Price to Cash Flow | 11.94 | 10.23 |
Dividend Yield | 2.07 | 2.22 |
5 Years Earnings Growth | 9.55 | 10.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.74 | 20.36 |
Financial Services | 18.22 | 16.38 |
Industrials | 11.35 | 11.25 |
Consumer Cyclical | 10.21 | 10.42 |
Healthcare | 8.66 | 11.01 |
Communication Services | 8.24 | 6.54 |
Consumer Defensive | 5.52 | 6.43 |
Energy | 3.76 | 4.89 |
Basic Materials | 3.53 | 4.38 |
Utilities | 2.61 | 2.91 |
Real Estate | 2.17 | 5.45 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 36.95 | - | - | |
Fidelity Series Total Market Index | - | 20.28 | - | - | |
Fidelity Series Global ex US Index | - | 13.70 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 10.80 | - | - | |
Fidelity Series Treasury Bill Index | - | 5.60 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.91 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.29 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.32 | - | - |
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 |
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