Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 1.93 | 1.79 |
Stocks | 90.13 | 90.13 | 0.00 |
Bonds | 9.68 | 9.69 | 0.01 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 17.52 |
Price to Book | 2.53 | 2.54 |
Price to Sales | 1.84 | 1.77 |
Price to Cash Flow | 11.27 | 10.65 |
Dividend Yield | 2.15 | 2.21 |
5 Years Earnings Growth | 10.89 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.26 | 22.28 |
Financial Services | 16.25 | 14.95 |
Healthcare | 11.17 | 12.53 |
Industrials | 11.16 | 11.66 |
Consumer Cyclical | 10.82 | 11.00 |
Communication Services | 7.16 | 6.56 |
Consumer Defensive | 6.26 | 6.10 |
Energy | 4.69 | 4.59 |
Basic Materials | 4.34 | 4.18 |
Real Estate | 2.49 | 3.76 |
Utilities | 2.40 | 2.36 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 54.23 | - | - | |
Fidelity Series Global ex US Index | - | 36.00 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.88 | - | - | |
Fidelity Series Bond Index | - | 3.90 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.97 | - | - |
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 |
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