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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 13.93 | 11.47 |
Stocks | 29.45 | 29.45 | 0.00 |
Bonds | 67.90 | 69.34 | 1.44 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.15 | 0.24 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 16.42 |
Price to Book | 2.53 | 2.44 |
Price to Sales | 1.79 | 1.71 |
Price to Cash Flow | 10.82 | 9.83 |
Dividend Yield | 2.00 | 2.32 |
5 Years Earnings Growth | 12.35 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.48 | 19.65 |
Financial Services | 17.87 | 16.39 |
Industrials | 13.14 | 11.28 |
Consumer Cyclical | 11.58 | 10.29 |
Healthcare | 9.39 | 11.90 |
Communication Services | 6.69 | 6.09 |
Basic Materials | 5.76 | 5.05 |
Energy | 5.35 | 6.08 |
Consumer Defensive | 4.70 | 6.73 |
Utilities | 1.68 | 2.80 |
Real Estate | 1.36 | 3.76 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 34.78 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 14.63 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.15 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.79 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.71 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.59 | - | - | |
Fidelity Series International Value | - | 2.62 | - | - | |
Fidelity Series Overseas | - | 2.57 | - | - | |
Fidelity Series International Growth | - | 2.57 | - | - | |
Fidelity Series Growth Company | - | 2.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
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