
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.670 | 13.000 | 8.330 |
Shares | 7.170 | 7.170 | 0.000 |
Bonds | 86.710 | 89.810 | 3.100 |
Convertible | 0.240 | 0.240 | 0.000 |
Preferred | 1.360 | 1.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.521 | 16.236 |
Price to Book | 5.156 | 2.175 |
Price to Sales | 2.796 | 2.734 |
Price to Cash Flow | 12.898 | 15.372 |
Dividend Yield | 0.944 | 2.638 |
5 Years Earnings Growth | 11.504 | 13.097 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.240 | 8.044 |
Industrials | 19.660 | 14.794 |
Financial Services | 13.530 | 27.701 |
Consumer Cyclical | 12.400 | 26.766 |
Utilities | 9.210 | 12.197 |
Communication Services | 8.800 | 13.314 |
Energy | 2.940 | 20.159 |
Basic Materials | 1.840 | 13.281 |
Consumer Defensive | 1.410 | 4.412 |
Healthcare | 0.980 | 10.795 |
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 | 200.65M | 3.86 | 4.57 | 3.16 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 17.78M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar 529 Direct Bond I | 12.39M | 3.74 | 1.72 | 1.61 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 3.74 | 4.17 | 2.65 |
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