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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 85.81 | 85.82 | 0.01 |
Bonds | 16.95 | 17.04 | 0.09 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.41 | 0.43 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | 17.25 |
Price to Book | 2.67 | 2.52 |
Price to Sales | 1.85 | 1.75 |
Price to Cash Flow | 11.28 | 10.57 |
Dividend Yield | 1.83 | 2.18 |
5 Years Earnings Growth | 12.36 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.33 | 21.63 |
Financial Services | 17.99 | 14.92 |
Industrials | 13.89 | 11.70 |
Healthcare | 10.53 | 12.50 |
Consumer Cyclical | 9.74 | 10.98 |
Communication Services | 7.17 | 6.51 |
Energy | 5.65 | 4.63 |
Basic Materials | 5.55 | 4.32 |
Consumer Defensive | 4.24 | 6.30 |
Utilities | 1.62 | 2.52 |
Real Estate | 1.30 | 3.99 |
Number of long holdings: 40
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.12 | - | - | |
Fidelity Series Large Cap Stock | - | 9.76 | - | - | |
Fidelity Series International Value | - | 7.62 | - | - | |
Fidelity Series Overseas | - | 7.50 | - | - | |
Fidelity Series International Growth | - | 7.49 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.12 | - | - | |
Fidelity Series Value Discovery | - | 5.75 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.69 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.67 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
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