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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 55.13 | 55.14 | 0.01 |
Bonds | 48.30 | 49.29 | 0.99 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.22 | 0.29 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 16.98 |
Price to Book | 2.63 | 2.51 |
Price to Sales | 1.83 | 1.76 |
Price to Cash Flow | 11.05 | 10.54 |
Dividend Yield | 1.88 | 2.21 |
5 Years Earnings Growth | 12.41 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.35 | 20.95 |
Financial Services | 17.97 | 15.06 |
Industrials | 13.67 | 11.48 |
Healthcare | 10.30 | 12.21 |
Consumer Cyclical | 10.10 | 10.55 |
Communication Services | 7.07 | 6.54 |
Basic Materials | 5.51 | 4.43 |
Energy | 5.50 | 4.96 |
Consumer Defensive | 4.40 | 6.49 |
Utilities | 1.76 | 2.70 |
Real Estate | 1.37 | 4.64 |
Number of long holdings: 38
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 23.85 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 8.72 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.43 | - | - | |
Fidelity Series Large Cap Stock | - | 5.94 | - | - | |
Fidelity Series International Value | - | 4.91 | - | - | |
Fidelity Series Overseas | - | 4.82 | - | - | |
Fidelity Series International Growth | - | 4.81 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.44 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.33 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.71 | - | - |
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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