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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.940 | 13.870 | 6.930 |
Stocks | 34.640 | 37.340 | 2.700 |
Bonds | 42.200 | 42.250 | 0.050 |
Convertible | 0.570 | 0.570 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 15.570 | 15.570 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.537 | 16.244 |
Price to Book | 2.034 | 2.414 |
Price to Sales | 1.447 | 1.721 |
Price to Cash Flow | 9.449 | 10.106 |
Dividend Yield | 2.320 | 2.582 |
5 Years Earnings Growth | 11.907 | 10.407 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.360 | 20.158 |
Industrials | 14.180 | 12.014 |
Technology | 13.610 | 16.733 |
Consumer Cyclical | 9.910 | 8.349 |
Energy | 8.840 | 7.681 |
Basic Materials | 8.360 | 5.634 |
Healthcare | 6.680 | 8.770 |
Consumer Defensive | 6.650 | 6.936 |
Communication Services | 5.780 | 5.967 |
Real Estate | 4.050 | 4.030 |
Utilities | 2.580 | 4.407 |
Number of long holdings: 40
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Multi-Sector Bond O | - | 9.71 | - | - | |
Global Div Invt Trust - O | - | 8.72 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 8.52 | - | - | |
Fidelity Developed Intl Bd MA Base O | - | 7.54 | - | - | |
Fidelity Can ST Fixed Income Inv Tr Sr O | - | 6.33 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 5.95 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 4.17 | - | - | |
Insights Investment Tr - O | - | 3.73 | - | - | |
Fidelity Global Bond Curr Neutral Sr O | - | 3.39 | - | - | |
Fidelity International Growth Invest Tr | - | 2.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Income Portfolio B | 5.01B | 13.40 | 3.98 | 4.63 | ||
Fidelity Global Income Portfolio S8 | 5.01B | 13.40 | 3.97 | 4.62 | ||
Fidelity Global Income Portfolio F5 | 5.01B | 14.60 | 5.17 | 5.82 | ||
Fidelity Global Income Portfolio T8 | 5.01B | 13.17 | 3.76 | 4.39 | ||
Fidelity Global Income Portfolio A | 5.01B | 13.13 | 3.73 | 4.38 |
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