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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 91.53 | 91.53 | 0.00 |
Bonds | 11.85 | 11.85 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.46 | 0.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.08 | 17.45 |
Price to Book | 2.58 | 2.53 |
Price to Sales | 1.80 | 1.77 |
Price to Cash Flow | 11.12 | 10.63 |
Dividend Yield | 2.01 | 2.23 |
5 Years Earnings Growth | 11.98 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 22.25 |
Financial Services | 18.01 | 14.96 |
Industrials | 13.74 | 11.67 |
Healthcare | 10.53 | 12.52 |
Consumer Cyclical | 9.83 | 10.99 |
Communication Services | 7.32 | 6.57 |
Energy | 6.00 | 4.62 |
Basic Materials | 5.58 | 4.20 |
Consumer Defensive | 4.17 | 6.10 |
Utilities | 1.81 | 2.37 |
Real Estate | 1.22 | 3.75 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.98 | - | - | |
Fidelity Series Large Cap Stock | - | 10.40 | - | - | |
Fidelity Series International Value | - | 8.13 | - | - | |
Fidelity Series Overseas | - | 8.04 | - | - | |
Fidelity Series International Growth | - | 7.94 | - | - | |
Fidelity Advisor Series Equity Gr | - | 7.59 | - | - | |
Fidelity Series Value Discovery | - | 6.12 | - | - | |
Fidelity Series Opportunistic Insights | - | 6.00 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.95 | - | - | |
Fidelity Advisor Series Growth Opps | - | 5.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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