
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.640 | 18.040 | 8.400 |
Stocks | 7.000 | 7.000 | 0.000 |
Bonds | 81.540 | 85.430 | 3.890 |
Convertible | 0.520 | 0.520 | 0.000 |
Preferred | 1.390 | 1.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.026 | 14.906 |
Price to Book | 4.348 | 1.932 |
Price to Sales | 2.597 | 2.677 |
Price to Cash Flow | 12.036 | 15.192 |
Dividend Yield | 1.015 | 2.626 |
5 Years Earnings Growth | 11.415 | 12.306 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.020 | -58.311 |
Industrials | 18.040 | 27.022 |
Financial Services | 13.650 | 54.154 |
Consumer Cyclical | 11.920 | 7.799 |
Utilities | 8.140 | 30.695 |
Communication Services | 6.980 | -8.327 |
Energy | 5.020 | 37.204 |
Basic Materials | 2.830 | 18.832 |
Consumer Defensive | 1.430 | 17.732 |
Healthcare | 0.980 | 26.972 |
Number of long holdings: 2
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Advisor Strategic Income I | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 0.78 | 2.17 | 2.88 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 0.77 | 1.23 | 2.13 | ||
SC Future Scholar Advisor 529 Coluz | 17.26M | 0.80 | 1.98 | 2.89 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 0.76 | 1.49 | 2.39 | ||
SC Future Scholar 529 Direct Bond I | 10.61M | 0.51 | -1.50 | 1.11 |
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