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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 6.07 | 5.73 |
Stocks | 58.58 | 58.58 | 0.00 |
Bonds | 41.04 | 41.06 | 0.02 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.03 | 17.28 |
Price to Book | 2.54 | 2.65 |
Price to Sales | 1.90 | 1.91 |
Price to Cash Flow | 11.38 | 11.11 |
Dividend Yield | 2.21 | 2.11 |
5 Years Earnings Growth | 10.39 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.16 | 22.19 |
Financial Services | 17.69 | 15.53 |
Industrials | 10.90 | 11.35 |
Consumer Cyclical | 10.63 | 10.71 |
Healthcare | 10.11 | 11.80 |
Communication Services | 7.50 | 6.86 |
Consumer Defensive | 5.91 | 6.18 |
Energy | 4.18 | 4.27 |
Basic Materials | 3.86 | 3.99 |
Utilities | 2.67 | 2.92 |
Real Estate | 2.39 | 4.24 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 35.08 | - | - | |
Fidelity Series Bond Index | - | 26.66 | - | - | |
Fidelity Series Global ex US Index | - | 23.55 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.30 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.98 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 352.45B | 4.92 | 3.65 | 1.50 | ||
US3160671075 | 238.59B | 4.95 | 3.68 | 1.53 | ||
US31617H8051 | 109.16B | 5.11 | 3.88 | - | ||
Fidelity US Bond Index Instl Prem | 60.98B | 1.34 | -2.38 | 1.33 | ||
Strategic Advisers Core Income | 41.2B | 2.08 | -2.30 | 1.88 |
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