
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 5.84 | 5.36 |
Shares | 51.83 | 51.83 | 0.00 |
Bonds | 47.65 | 47.70 | 0.05 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.09 | 17.93 |
Price to Book | 2.76 | 2.65 |
Price to Sales | 2.11 | 1.95 |
Price to Cash Flow | 11.88 | 11.06 |
Dividend Yield | 2.06 | 2.17 |
5 Years Earnings Growth | 9.28 | 10.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.95 | 22.12 |
Financial Services | 18.09 | 16.40 |
Industrials | 11.29 | 11.36 |
Consumer Cyclical | 10.22 | 10.29 |
Healthcare | 8.66 | 10.91 |
Communication Services | 8.27 | 7.37 |
Consumer Defensive | 5.52 | 6.09 |
Energy | 3.74 | 4.29 |
Basic Materials | 3.48 | 3.82 |
Utilities | 2.60 | 2.81 |
Real Estate | 2.18 | 4.54 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 31.52 | - | - | |
Fidelity Series Bond Index | - | 29.49 | - | - | |
Fidelity Series Global ex US Index | - | 20.34 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.90 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.89 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 374.49B | 2.70 | 4.46 | 1.77 | ||
US3160671075 | 229.11B | 2.74 | 4.49 | 1.80 | ||
US31617H8051 | 120.63B | 2.82 | 4.69 | 2.03 | ||
Fidelity US Bond Index Instl Prem | 64.71B | 4.95 | 3.00 | 1.77 | ||
Strategic Advisers Core Income | 44.13B | 5.79 | 3.70 | 2.41 |
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