Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.290 | 9.150 | 7.860 |
Shares | 6.910 | 6.910 | 0.000 |
Bonds | 89.310 | 92.900 | 3.590 |
Convertible | 0.490 | 0.490 | 0.000 |
Preferred | 2.030 | 2.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.550 | 12.499 |
Price to Book | 4.219 | 1.992 |
Price to Sales | 2.600 | 2.598 |
Price to Cash Flow | 11.232 | 14.960 |
Dividend Yield | 1.205 | 3.111 |
5 Years Earnings Growth | 12.530 | 12.236 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.940 | 8.358 |
Industrials | 17.650 | 15.941 |
Financial Services | 13.810 | 29.615 |
Consumer Cyclical | 12.870 | 27.459 |
Utilities | 6.050 | 7.148 |
Communication Services | 6.020 | 12.131 |
Energy | 6.010 | 21.134 |
Basic Materials | 3.220 | 6.468 |
Consumer Defensive | 1.820 | 6.464 |
Healthcare | 0.600 | 10.202 |
Number of long holdings: 2
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Advisor Strategic Income I | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 206.35M | 4.89 | 1.31 | 2.84 | ||
SC Future Scholar Advisor 529 Coluc | 29.11M | 4.35 | 0.44 | 2.05 | ||
SC Future Scholar Advisor 529 Coluz | 18.36M | 4.97 | 1.20 | 2.82 | ||
SC Future Scholar Advisor 529 Colue | 12.09M | 4.54 | 0.70 | 2.31 | ||
SC Future Scholar 529 Direct Bond I | 10.43M | 1.98 | -2.18 | 1.44 |
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