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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 90.31 | 90.32 | 0.01 |
Bonds | 12.48 | 12.48 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.63 | 0.64 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.79 | 17.61 |
Price to Book | 2.69 | 2.55 |
Price to Sales | 1.84 | 1.78 |
Price to Cash Flow | 11.43 | 10.69 |
Dividend Yield | 1.85 | 2.19 |
5 Years Earnings Growth | 12.18 | 11.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.96 | 22.27 |
Financial Services | 17.56 | 14.93 |
Industrials | 12.78 | 11.57 |
Consumer Cyclical | 11.09 | 11.04 |
Healthcare | 10.22 | 12.60 |
Communication Services | 6.89 | 6.48 |
Energy | 5.44 | 4.58 |
Basic Materials | 5.31 | 4.22 |
Consumer Defensive | 4.71 | 6.15 |
Utilities | 1.73 | 2.37 |
Real Estate | 1.31 | 3.79 |
Number of long holdings: 41
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.51 | - | - | |
Fidelity Series Growth Company | - | 9.45 | - | - | |
Fidelity Series Large Cap Stock | - | 9.05 | - | - | |
Fidelity Series International Value | - | 8.04 | - | - | |
Fidelity Series Overseas | - | 7.90 | - | - | |
Fidelity Series International Growth | - | 7.89 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.33 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.66 | - | - | |
Fidelity Series Value Discovery | - | 5.60 | - | - | |
Fidelity Series Blue Chip Growth | - | 5.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
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