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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 29.570 | 29.570 | 0.000 |
Bonds | 68.230 | 76.760 | 8.530 |
Convertible | 0.410 | 0.410 | 0.000 |
Other | 5.130 | 5.550 | 0.420 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.958 | 16.773 |
Price to Book | 2.153 | 1.743 |
Price to Sales | 2.557 | 1.695 |
Price to Cash Flow | 12.435 | 9.618 |
Dividend Yield | 3.934 | 2.786 |
5 Years Earnings Growth | 8.663 | 10.831 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 47.830 | 18.494 |
Financial Services | 13.200 | 11.535 |
Industrials | 11.790 | 15.200 |
Consumer Defensive | 7.510 | 6.077 |
Technology | 4.760 | 16.556 |
Healthcare | 4.610 | 9.123 |
Utilities | 3.300 | 2.222 |
Consumer Cyclical | 3.290 | 11.758 |
Communication Services | 2.390 | 5.958 |
Basic Materials | 1.210 | 4.867 |
Energy | 0.120 | 2.644 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity World Bond Mother Fund | - | 69.63 | - | - | |
Fidelity World Equity Mother Fund | - | 15.32 | - | - | |
Fidelity Global REIT Mother Fund | - | 14.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000JW79 | 841.83B | 15.27 | 18.40 | - | ||
Fidelity US REIT Fund B UnHedged | 756.28B | 12.24 | 11.03 | 9.99 | ||
Fidelity Japan Growth Equity Fund | 515.05B | 10.56 | 5.20 | 9.18 | ||
JP90C000MMG1 | 262.54B | 15.08 | - | - | ||
Fidelity US Blue Chip Fund | 139.59B | 22.66 | 19.10 | 14.89 |
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