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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.63 | 8.70 | 8.07 |
Shares | 52.93 | 52.93 | 0.00 |
Bonds | 46.40 | 46.43 | 0.03 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.05 | 17.64 |
Price to Book | 2.63 | 2.62 |
Price to Sales | 2.01 | 1.92 |
Price to Cash Flow | 11.29 | 10.91 |
Dividend Yield | 2.17 | 2.20 |
5 Years Earnings Growth | 8.99 | 10.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.46 | 21.68 |
Financial Services | 18.28 | 16.51 |
Industrials | 11.12 | 11.34 |
Consumer Cyclical | 10.53 | 10.35 |
Healthcare | 9.27 | 11.11 |
Communication Services | 8.11 | 7.26 |
Consumer Defensive | 6.09 | 6.21 |
Energy | 3.70 | 4.29 |
Basic Materials | 3.53 | 3.85 |
Utilities | 2.62 | 2.83 |
Real Estate | 2.29 | 4.57 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 32.25 | - | - | |
Fidelity Series Bond Index | - | 28.53 | - | - | |
Fidelity Series Global ex US Index | - | 21.08 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.52 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.85 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 1.99 | 4.31 | 1.70 | ||
US3160671075 | 229.11B | 2.02 | 4.34 | 1.73 | ||
US31617H8051 | 120.63B | 2.07 | 4.54 | 1.96 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 3.98 | 2.53 | 1.73 | ||
Strategic Advisers Core Income | 44.13B | 4.54 | 3.29 | 2.32 |
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