
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.210 | 9.380 | 2.170 |
Shares | 50.910 | 55.270 | 4.360 |
Bonds | 27.820 | 27.890 | 0.070 |
Convertible | 0.480 | 0.480 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 13.440 | 13.450 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.303 | 17.017 |
Price to Book | 2.084 | 2.675 |
Price to Sales | 1.524 | 1.931 |
Price to Cash Flow | 9.344 | 10.713 |
Dividend Yield | 2.279 | 2.347 |
5 Years Earnings Growth | 9.396 | 9.930 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.390 | 19.327 |
Industrials | 14.060 | 11.794 |
Technology | 13.840 | 17.141 |
Consumer Cyclical | 10.300 | 9.401 |
Basic Materials | 8.350 | 4.820 |
Consumer Defensive | 7.950 | 7.178 |
Energy | 7.120 | 6.413 |
Communication Services | 6.640 | 7.149 |
Healthcare | 5.270 | 10.101 |
Real Estate | 2.880 | 4.434 |
Utilities | 2.200 | 3.729 |
Number of long holdings: 38
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Multi-Sector Bond O | - | 10.58 | - | - | |
Insights Investment Tr - O | - | 7.52 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 7.21 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 6.47 | - | - | |
Fidelity Global Innovators® Inv O | - | 5.86 | - | - | |
Fidelity Developed Intl Bd MA Base O | - | 5.56 | - | - | |
Fidelity International Growth Invest Tr | - | 4.81 | - | - | |
Fidelity US All Cap Series O | - | 4.36 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 4.17 | - | - | |
Fidelity Global Bond Series O | - | 3.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 18.53B | 1.79 | 10.77 | 6.91 | ||
Fidelity Global Balanced Portf F8 | 18.53B | 1.79 | 10.76 | 6.91 | ||
Fidelity Global Balanced Portf F | 18.53B | 1.79 | 10.77 | 6.92 | ||
Fidelity Global Balanced Portfol B | 18.53B | 1.32 | 9.52 | 5.72 | ||
Fidelity Monthly Income Series F | 6.85B | 4.82 | 7.55 | 5.93 |
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