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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 10.10 | 15.14 | 5.04 |
| Shares | 19.22 | 19.22 | 0.00 |
| Bonds | 70.66 | 70.73 | 0.07 |
| Other | 0.01 | 0.01 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.38 | 17.41 |
| Price to Book | 2.77 | 2.50 |
| Price to Sales | 2.16 | 1.88 |
| Price to Cash Flow | 11.94 | 10.51 |
| Dividend Yield | 2.07 | 2.53 |
| 5 Years Earnings Growth | 9.55 | 9.76 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 25.74 | 22.39 |
| Financial Services | 18.21 | 16.43 |
| Industrials | 11.35 | 11.43 |
| Consumer Cyclical | 10.21 | 10.37 |
| Healthcare | 8.66 | 10.51 |
| Communication Services | 8.24 | 7.47 |
| Consumer Defensive | 5.52 | 5.73 |
| Energy | 3.76 | 4.04 |
| Basic Materials | 3.53 | 3.80 |
| Utilities | 2.61 | 2.93 |
| Real Estate | 2.17 | 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 | - | 19.98 | - | - | |
| Fidelity Series Total Market Index | - | 11.49 | - | - | |
| Fidelity Series Treasury Bill Index | - | 9.90 | - | - | |
| Fidelity Series Global ex US Index | - | 7.75 | - | - | |
| Fidelity Series Intl Dev Mkts Bd Idx | - | 4.92 | - | - | |
| Fidelity Series Long-Term Trs Bd Idx | - | 2.95 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity Floating Rate High Income | 9.54B | 4.11 | 9.37 | 5.18 | ||
| Fidelity Advisor Floating Rate HiI | 2.13B | 4.07 | 9.34 | 5.12 | ||
| US3157966157 | 1.99B | 17.89 | 20.87 | - | ||
| Fidelity Convertible Securities | 1.8B | 17.00 | 15.49 | 11.40 | ||
| Fidelity Freedom Income | 1.3B | 8.86 | 8.28 | 4.33 |
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