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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.130 | 1.930 | 1.800 |
Stocks | 90.130 | 90.130 | 0.000 |
Bonds | 9.680 | 9.690 | 0.010 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.630 | 17.092 |
Price to Book | 2.530 | 2.431 |
Price to Sales | 1.839 | 1.766 |
Price to Cash Flow | 11.268 | 10.412 |
Dividend Yield | 2.154 | 2.145 |
5 Years Earnings Growth | 10.887 | 11.521 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.260 | 22.330 |
Financial Services | 16.250 | 15.415 |
Healthcare | 11.170 | 11.275 |
Industrials | 11.160 | 11.745 |
Consumer Cyclical | 10.820 | 11.390 |
Communication Services | 7.160 | 7.150 |
Consumer Defensive | 6.260 | 6.175 |
Energy | 4.690 | 4.403 |
Basic Materials | 4.340 | 4.460 |
Real Estate | 2.490 | 3.100 |
Utilities | 2.400 | 2.558 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 54.23 | - | - | |
Fidelity Series Global ex US Index | - | 36.00 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.88 | - | - | |
Fidelity Series Bond Index | - | 3.90 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 8.61B | 2.82 | 5.87 | 4.20 | ||
Fidelity Convertible Securities | 2.16B | -0.07 | -0.99 | 7.67 | ||
Fidelity Advisor Floating Rate HiI | 2.15B | 2.81 | 5.83 | 4.16 | ||
Fidelity Freedom Income | 1.23B | -0.65 | -0.91 | 3.02 | ||
Fidelity China Region | 831.1M | 7.47 | -12.66 | 6.05 |
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