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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 28.200 | 28.200 | 0.000 |
Bonds | 69.610 | 78.450 | 8.840 |
Convertible | 0.540 | 0.540 | 0.000 |
Other | 5.140 | 5.620 | 0.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.543 | 15.915 |
Price to Book | 1.883 | 1.633 |
Price to Sales | 2.389 | 1.715 |
Price to Cash Flow | 10.246 | 8.988 |
Dividend Yield | 4.166 | 3.014 |
5 Years Earnings Growth | 6.665 | 10.225 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 49.000 | 19.265 |
Financial Services | 13.250 | 11.407 |
Industrials | 10.860 | 15.501 |
Consumer Defensive | 6.530 | 6.482 |
Healthcare | 6.140 | 9.716 |
Technology | 4.850 | 15.885 |
Utilities | 3.360 | 2.436 |
Communication Services | 2.410 | 6.073 |
Consumer Cyclical | 2.200 | 11.503 |
Basic Materials | 1.230 | 4.922 |
Energy | 0.170 | 2.676 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity World Bond Mother Fund | - | 70.49 | - | - | |
Fidelity World Equity Mother Fund | - | 14.91 | - | - | |
Fidelity Global REIT Mother Fund | - | 14.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity US REIT Fund B UnHedged | 702.58B | 4.42 | 14.71 | 10.37 | ||
JP90C000JW79 | 792.14B | - | - | - | ||
Fidelity Japan Growth Equity Fund | 561.05B | 14.08 | 8.13 | 10.05 | ||
JP90C000MMG1 | 204.25B | - | - | - | ||
JP90C000JW61 | 135.95B | - | - | - |
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