
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.05 | 47.05 | 0.00 |
Bonds | 54.45 | 55.12 | 0.67 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.48 | 0.56 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.09 | 17.67 |
Price to Book | 2.55 | 2.50 |
Price to Sales | 1.88 | 1.81 |
Price to Cash Flow | 10.84 | 10.23 |
Dividend Yield | 2.01 | 2.23 |
5 Years Earnings Growth | 10.96 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.12 | 20.22 |
Financial Services | 19.99 | 15.71 |
Industrials | 13.78 | 11.14 |
Consumer Cyclical | 11.22 | 10.83 |
Healthcare | 8.95 | 12.09 |
Communication Services | 8.12 | 7.00 |
Basic Materials | 5.04 | 4.12 |
Energy | 4.34 | 4.35 |
Consumer Defensive | 4.08 | 6.62 |
Utilities | 2.04 | 3.18 |
Real Estate | 1.33 | 4.77 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 28.52 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.30 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.42 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.78 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 4.74 | - | - | |
Fidelity Series Large Cap Stock | - | 4.62 | - | - | |
Fidelity Series Growth Company | - | 4.59 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.89 | - | - | |
Fidelity Series International Value | - | 3.80 | - | - | |
Fidelity Series Overseas | - | 3.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review