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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 72.36 | 72.37 | 0.01 |
Bonds | 30.50 | 31.10 | 0.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.32 | 0.36 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.74 | 17.47 |
Price to Book | 2.66 | 2.58 |
Price to Sales | 1.84 | 1.82 |
Price to Cash Flow | 11.16 | 10.89 |
Dividend Yield | 1.85 | 2.08 |
5 Years Earnings Growth | 12.38 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.42 | 21.65 |
Financial Services | 17.93 | 15.02 |
Industrials | 13.63 | 11.58 |
Healthcare | 10.47 | 12.52 |
Consumer Cyclical | 9.97 | 10.91 |
Communication Services | 7.11 | 6.69 |
Energy | 5.52 | 4.60 |
Basic Materials | 5.43 | 4.28 |
Consumer Defensive | 4.39 | 6.26 |
Utilities | 1.77 | 2.49 |
Real Estate | 1.36 | 4.00 |
Number of long holdings: 42
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.53 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.97 | - | - | |
Fidelity Series Large Cap Stock | - | 8.09 | - | - | |
Fidelity Series International Value | - | 6.46 | - | - | |
Fidelity Series Overseas | - | 6.33 | - | - | |
Fidelity Series International Growth | - | 6.33 | - | - | |
Fidelity Advisor Series Equity Gr | - | 5.90 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.23 | - | - | |
Fidelity Series Value Discovery | - | 4.76 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.72 | - | - |
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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