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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 85.530 | 85.540 | 0.010 |
Bonds | 16.920 | 17.070 | 0.150 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.580 | 0.600 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.777 | 17.342 |
Price to Book | 2.681 | 2.533 |
Price to Sales | 1.841 | 1.760 |
Price to Cash Flow | 11.410 | 10.597 |
Dividend Yield | 1.856 | 2.161 |
5 Years Earnings Growth | 12.186 | 11.479 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.950 | 21.608 |
Financial Services | 17.570 | 14.900 |
Industrials | 12.790 | 11.618 |
Consumer Cyclical | 11.110 | 11.019 |
Healthcare | 10.200 | 12.559 |
Communication Services | 6.880 | 6.444 |
Energy | 5.430 | 4.609 |
Basic Materials | 5.330 | 4.341 |
Consumer Defensive | 4.710 | 6.343 |
Utilities | 1.730 | 2.536 |
Real Estate | 1.310 | 4.026 |
Number of long holdings: 41
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.11 | - | - | |
Fidelity Series Growth Company | - | 8.89 | - | - | |
Fidelity Series Large Cap Stock | - | 8.52 | - | - | |
Fidelity Series International Value | - | 7.61 | - | - | |
Fidelity Series Overseas | - | 7.50 | - | - | |
Fidelity Series International Growth | - | 7.49 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.96 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.33 | - | - | |
Fidelity Series Value Discovery | - | 5.27 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.22 | - | - |
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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