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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 85.230 | 85.260 | 0.030 |
Bonds | 16.570 | 16.730 | 0.160 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.610 | 0.630 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.043 | 17.225 |
Price to Book | 2.551 | 2.515 |
Price to Sales | 1.718 | 1.740 |
Price to Cash Flow | 10.786 | 10.503 |
Dividend Yield | 1.954 | 2.175 |
5 Years Earnings Growth | 11.951 | 11.474 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.490 | 21.506 |
Financial Services | 17.710 | 14.905 |
Industrials | 12.480 | 11.590 |
Consumer Cyclical | 11.070 | 11.030 |
Healthcare | 10.390 | 12.615 |
Communication Services | 6.930 | 6.452 |
Energy | 5.660 | 4.598 |
Basic Materials | 5.290 | 4.343 |
Consumer Defensive | 4.870 | 6.376 |
Utilities | 1.760 | 2.543 |
Real Estate | 1.360 | 4.046 |
Number of long holdings: 41
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.06 | - | - | |
Fidelity Series Growth Company | - | 9.00 | - | - | |
Fidelity Series Large Cap Stock | - | 8.43 | - | - | |
Fidelity Series Overseas | - | 7.57 | - | - | |
Fidelity Series International Growth | - | 7.51 | - | - | |
Fidelity Series International Value | - | 7.49 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.84 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.35 | - | - | |
Fidelity Series Value Discovery | - | 5.24 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.16 | - | - |
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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