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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 7.82 | 7.15 |
Shares | 68.25 | 68.25 | 0.00 |
Bonds | 31.03 | 31.05 | 0.02 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.04 | 17.99 |
Price to Book | 2.63 | 2.69 |
Price to Sales | 2.01 | 1.95 |
Price to Cash Flow | 11.29 | 11.11 |
Dividend Yield | 2.17 | 2.09 |
5 Years Earnings Growth | 8.99 | 10.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.46 | 22.29 |
Financial Services | 18.28 | 16.52 |
Industrials | 11.12 | 11.49 |
Consumer Cyclical | 10.53 | 10.72 |
Healthcare | 9.27 | 11.26 |
Communication Services | 8.11 | 7.37 |
Consumer Defensive | 6.09 | 6.11 |
Energy | 3.70 | 3.97 |
Basic Materials | 3.53 | 3.78 |
Utilities | 2.62 | 2.70 |
Real Estate | 2.29 | 3.79 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 41.58 | - | - | |
Fidelity Series Global ex US Index | - | 27.19 | - | - | |
Fidelity Series Bond Index | - | 20.94 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.53 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.30 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 1.46 | - | - |
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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