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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.50 | 6.64 | 1.14 |
Stocks | 21.19 | 21.19 | 0.00 |
Bonds | 64.75 | 64.75 | 0.00 |
Convertible | 0.97 | 0.97 | 0.00 |
Preferred | 7.50 | 7.50 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 13.59 |
Price to Book | 4.24 | 1.83 |
Price to Sales | 2.17 | 1.36 |
Price to Cash Flow | 10.93 | 6.69 |
Dividend Yield | 1.25 | 3.96 |
5 Years Earnings Growth | 15.10 | 12.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.98 | 18.63 |
Industrials | 18.50 | 21.25 |
Consumer Cyclical | 13.47 | 31.47 |
Financial Services | 11.84 | 13.17 |
Communication Services | 6.97 | 24.53 |
Utilities | 5.32 | 18.62 |
Energy | 4.95 | 42.17 |
Basic Materials | 4.16 | 20.39 |
Consumer Defensive | 2.41 | 16.54 |
Healthcare | 0.40 | 10.19 |
Number of long holdings: 749
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Private Cr Co (Unit) | - | 2.23 | - | - | |
JPMorgan Chase & Co. 5% | - | 1.13 | - | - | |
US LBM TERM B 1LN 12/18/27 | - | 0.99 | - | - | |
NVIDIA Corp | - | 0.95 | - | - | |
Meta Platforms Inc Class A | - | 0.93 | - | - | |
Ally Financial Inc. 8% | - | 0.83 | - | - | |
PROOFPOINT TERM B 1LN 08/31/28 | - | 0.77 | - | - | |
Energy Transfer LP 7.125% | - | 0.77 | - | - | |
Tibco Software Inc 6.5% | - | 0.72 | - | - | |
Energy Transfer LP 9.5966% | - | 0.70 | - | - |
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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