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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.65 | 13.80 | 8.15 |
Shares | 19.37 | 19.37 | 0.00 |
Bonds | 74.96 | 74.97 | 0.01 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.81 | 17.44 |
Price to Book | 2.73 | 2.48 |
Price to Sales | 2.08 | 1.86 |
Price to Cash Flow | 11.69 | 10.45 |
Dividend Yield | 2.12 | 2.56 |
5 Years Earnings Growth | 9.11 | 9.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.58 | 22.36 |
Financial Services | 18.13 | 16.52 |
Industrials | 11.14 | 11.29 |
Consumer Cyclical | 10.20 | 10.37 |
Healthcare | 9.01 | 10.55 |
Communication Services | 8.24 | 7.46 |
Consumer Defensive | 5.73 | 5.80 |
Energy | 3.69 | 4.04 |
Basic Materials | 3.49 | 3.76 |
Utilities | 2.57 | 2.93 |
Real Estate | 2.22 | 4.90 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 42.83 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 19.71 | - | - | |
Fidelity Series Total Market Index | - | 11.82 | - | - | |
Fidelity Series Treasury Bill Index | - | 9.81 | - | - | |
Fidelity Series Global ex US Index | - | 7.76 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.90 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.51B | 2.86 | 8.69 | 4.90 | ||
Fidelity Advisor Floating Rate HiI | 2.12B | 2.83 | 8.62 | 4.85 | ||
US3157966157 | 1.86B | 10.92 | 13.15 | - | ||
Fidelity Convertible Securities | 1.66B | 9.27 | 11.17 | 9.75 | ||
Fidelity Freedom Income | 1.28B | 5.92 | 4.69 | 3.75 |
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