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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.91 | 10.95 | 8.04 |
Stocks | 45.80 | 45.80 | 0.00 |
Bonds | 51.22 | 52.14 | 0.92 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.03 | 0.18 | 0.15 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.43 | 16.34 |
Price to Book | 2.41 | 2.43 |
Price to Sales | 1.74 | 1.70 |
Price to Cash Flow | 10.75 | 9.85 |
Dividend Yield | 2.24 | 2.34 |
5 Years Earnings Growth | 12.17 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Government | 22.99 | 17.31 |
Securitized | 15.95 | 10.76 |
Corporate | 12.54 | 15.72 |
Cash | 2.70 | 5.89 |
Derivative | -0.01 | 0.27 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 38.10 | - | - | |
Series 0-5 Yr Tips Index | - | 20.36 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.42 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 3.86 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.75 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.69 | - | - | |
5 Year Treasury Note Future June 24 | - | 2.04 | - | - | |
Fidelity Series International Value | - | 1.94 | - | - | |
Fidelity Series Overseas | - | 1.92 | - | - | |
Fidelity Series Short-Term Credit | - | 1.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.07 | 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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