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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.46 | 47.50 | 0.04 |
Bonds | 52.78 | 53.96 | 1.18 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.31 | 0.38 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.81 | 17.24 |
Price to Book | 2.48 | 2.41 |
Price to Sales | 1.70 | 1.67 |
Price to Cash Flow | 10.53 | 9.79 |
Dividend Yield | 2.03 | 2.28 |
5 Years Earnings Growth | 12.01 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.27 | 19.57 |
Financial Services | 17.91 | 14.97 |
Industrials | 12.61 | 11.33 |
Consumer Cyclical | 11.25 | 10.71 |
Healthcare | 10.00 | 12.79 |
Communication Services | 6.84 | 6.55 |
Energy | 5.62 | 4.88 |
Basic Materials | 5.50 | 4.43 |
Consumer Defensive | 4.87 | 6.99 |
Utilities | 1.74 | 3.07 |
Real Estate | 1.39 | 4.74 |
Number of long holdings: 41
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.65 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.47 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.96 | - | - | |
Fidelity Series Growth Company | - | 4.56 | - | - | |
Fidelity Series Large Cap Stock | - | 4.30 | - | - | |
Fidelity Series Overseas | - | 4.20 | - | - | |
Fidelity Series International Growth | - | 4.17 | - | - | |
Fidelity Series International Value | - | 4.16 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.01 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.27 | 2.44 | 1.14 | ||
US3160671075 | 225.09B | 1.25 | 2.46 | 1.17 | ||
US31617H8051 | 96.23B | 1.32 | 2.62 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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