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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 70.30 | 70.30 | 0.00 |
Bonds | 33.88 | 34.41 | 0.53 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.23 | 0.32 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.97 | 17.14 |
Price to Book | 2.55 | 2.55 |
Price to Sales | 1.79 | 1.77 |
Price to Cash Flow | 11.04 | 10.66 |
Dividend Yield | 2.04 | 2.16 |
5 Years Earnings Growth | 12.02 | 11.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.69 | 21.26 |
Financial Services | 18.07 | 14.80 |
Industrials | 13.79 | 11.70 |
Healthcare | 10.30 | 12.45 |
Consumer Cyclical | 10.01 | 10.77 |
Communication Services | 7.26 | 6.56 |
Energy | 5.96 | 4.83 |
Basic Materials | 5.70 | 4.38 |
Consumer Defensive | 4.19 | 6.45 |
Utilities | 1.80 | 2.67 |
Real Estate | 1.23 | 4.18 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.71 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.22 | - | - | |
Fidelity Series Large Cap Stock | - | 6.67 | - | - | |
Fidelity Series International Value | - | 5.48 | - | - | |
Fidelity Series Overseas | - | 5.42 | - | - | |
Fidelity Series International Growth | - | 5.35 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.87 | - | - | |
Series 5+ Yr Tips Index | - | 4.83 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.21 | - | - | |
Fidelity Series Value Discovery | - | 3.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.10 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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