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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.97 | 0.80 |
Shares | 86.61 | 86.61 | 0.00 |
Bonds | 13.18 | 13.20 | 0.02 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 17.23 |
Price to Book | 2.45 | 2.52 |
Price to Sales | 1.78 | 1.75 |
Price to Cash Flow | 10.99 | 10.60 |
Dividend Yield | 2.28 | 2.19 |
5 Years Earnings Growth | 10.91 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.16 | 21.59 |
Financial Services | 16.29 | 14.92 |
Industrials | 11.19 | 11.70 |
Healthcare | 11.15 | 12.48 |
Consumer Cyclical | 10.82 | 10.91 |
Communication Services | 7.14 | 6.55 |
Consumer Defensive | 6.27 | 6.32 |
Energy | 4.71 | 4.69 |
Basic Materials | 4.37 | 4.33 |
Real Estate | 2.49 | 3.96 |
Utilities | 2.40 | 2.56 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 50.41 | - | - | |
Fidelity Series Global ex US Index | - | 34.31 | - | - | |
Fidelity Series Bond Index | - | 8.43 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.84 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 1.98 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.10 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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