
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 3.42 | 3.19 |
Shares | 81.94 | 81.94 | 0.00 |
Bonds | 17.77 | 17.78 | 0.01 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 17.10 |
Price to Book | 2.51 | 2.55 |
Price to Sales | 1.93 | 1.86 |
Price to Cash Flow | 10.91 | 10.54 |
Dividend Yield | 2.22 | 2.20 |
5 Years Earnings Growth | 10.06 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.69 | 21.75 |
Financial Services | 18.34 | 16.32 |
Consumer Cyclical | 10.77 | 10.94 |
Industrials | 10.62 | 11.35 |
Healthcare | 10.13 | 11.61 |
Communication Services | 7.87 | 7.01 |
Consumer Defensive | 5.97 | 6.08 |
Energy | 4.02 | 4.15 |
Basic Materials | 3.70 | 3.94 |
Utilities | 2.58 | 2.76 |
Real Estate | 2.32 | 4.09 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 47.99 | - | - | |
Fidelity Series Global ex US Index | - | 34.04 | - | - | |
Fidelity Series Bond Index | - | 10.45 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.12 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 2.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 365.38B | 1.32 | 4.11 | 1.63 | ||
US3160671075 | 232.51B | 1.34 | 4.14 | 1.66 | ||
US31617H8051 | 116.52B | 1.38 | 4.35 | 1.89 | ||
Fidelity US Bond Index Instl Prem | 62.2B | 3.16 | 1.93 | 1.50 | ||
Strategic Advisers Core Income | 40.35B | 3.33 | 2.23 | 2.06 |
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