
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.22 | 16.01 | 5.79 |
Shares | 18.63 | 18.63 | 0.00 |
Bonds | 71.14 | 71.21 | 0.07 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.68 | 17.02 |
Price to Book | 2.59 | 2.44 |
Price to Sales | 1.98 | 1.82 |
Price to Cash Flow | 11.40 | 10.50 |
Dividend Yield | 2.15 | 2.55 |
5 Years Earnings Growth | 10.49 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.95 | 21.84 |
Financial Services | 17.92 | 16.22 |
Consumer Cyclical | 11.15 | 10.56 |
Industrials | 10.68 | 11.06 |
Healthcare | 10.01 | 11.24 |
Communication Services | 8.08 | 7.15 |
Consumer Defensive | 5.73 | 5.83 |
Energy | 3.97 | 4.14 |
Basic Materials | 3.71 | 3.89 |
Utilities | 2.55 | 3.05 |
Real Estate | 2.25 | 5.01 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 43.29 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 19.99 | - | - | |
Fidelity Series Total Market Index | - | 10.99 | - | - | |
Fidelity Series Treasury Bill Index | - | 9.89 | - | - | |
Fidelity Series Global ex US Index | - | 7.65 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.95 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.19B | 0.26 | 6.87 | 4.65 | ||
Fidelity Advisor Floating Rate HiI | 2.46B | 0.25 | 6.84 | 4.60 | ||
US3157966157 | 1.6B | -0.20 | 5.90 | - | ||
Fidelity Convertible Securities | 1.49B | -3.70 | 2.34 | 7.92 | ||
Fidelity Freedom Income | 1.28B | 2.24 | 2.19 | 3.37 |
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