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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 72.28 | 72.31 | 0.03 |
Bonds | 30.16 | 30.76 | 0.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.49 | 0.53 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.12 | 17.38 |
Price to Book | 2.57 | 2.57 |
Price to Sales | 1.73 | 1.80 |
Price to Cash Flow | 10.80 | 10.81 |
Dividend Yield | 1.93 | 2.10 |
5 Years Earnings Growth | 11.90 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.84 | 21.56 |
Financial Services | 17.57 | 15.04 |
Industrials | 12.80 | 11.54 |
Consumer Cyclical | 11.31 | 10.94 |
Healthcare | 10.11 | 12.57 |
Communication Services | 6.87 | 6.66 |
Energy | 5.40 | 4.55 |
Basic Materials | 5.37 | 4.29 |
Consumer Defensive | 4.70 | 6.30 |
Utilities | 1.72 | 2.50 |
Real Estate | 1.31 | 4.04 |
Number of long holdings: 41
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.54 | - | - | |
Fidelity Series Emerging Markets Opps | - | 9.01 | - | - | |
Fidelity Series Growth Company | - | 7.45 | - | - | |
Fidelity Series Large Cap Stock | - | 7.00 | - | - | |
Fidelity Series Overseas | - | 6.40 | - | - | |
Fidelity Series International Growth | - | 6.36 | - | - | |
Fidelity Series International Value | - | 6.34 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.15 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.87 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.44 | - | - |
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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