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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.18 | 16.78 | 12.60 |
Stocks | 21.53 | 21.53 | 0.00 |
Bonds | 74.28 | 75.19 | 0.91 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.43 | 16.54 |
Price to Book | 2.41 | 2.32 |
Price to Sales | 1.74 | 1.65 |
Price to Cash Flow | 10.76 | 9.86 |
Dividend Yield | 2.24 | 2.65 |
5 Years Earnings Growth | 12.18 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.58 | 20.97 |
Financial Services | 18.12 | 15.03 |
Industrials | 13.47 | 11.20 |
Consumer Cyclical | 11.83 | 10.72 |
Healthcare | 8.81 | 11.99 |
Communication Services | 6.89 | 6.71 |
Basic Materials | 6.29 | 4.28 |
Energy | 5.61 | 4.65 |
Consumer Defensive | 4.50 | 6.31 |
Utilities | 1.68 | 2.96 |
Real Estate | 1.22 | 5.18 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 38.10 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 20.35 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.42 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.86 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.74 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.69 | - | - | |
Fidelity Series Short-Term Credit | - | 2.04 | - | - | |
5 Year Treasury Note Future June 24 | - | 2.04 | - | - | |
Fidelity Series International Value | - | 1.94 | - | - | |
Fidelity Series Overseas | - | 1.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 8.92B | 3.63 | 5.90 | 4.23 | ||
Fidelity Advisor Floating Rate HiI | 2.2B | 3.62 | 5.86 | 4.19 | ||
Fidelity Convertible Securities | 2.16B | 2.75 | 0.25 | 7.74 | ||
US3157966157 | 1.19B | 7.38 | 3.68 | - | ||
Fidelity China Region | 866.59M | 12.12 | -10.82 | 6.15 |
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