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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 28.150 | 28.150 | 0.000 |
Bonds | 69.650 | 78.500 | 8.850 |
Convertible | 0.540 | 0.540 | 0.000 |
Other | 5.140 | 5.620 | 0.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.428 | 16.353 |
Price to Book | 1.893 | 1.684 |
Price to Sales | 2.362 | 1.712 |
Price to Cash Flow | 10.195 | 9.254 |
Dividend Yield | 4.152 | 2.918 |
5 Years Earnings Growth | 6.665 | 10.530 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 48.060 | 19.169 |
Financial Services | 13.500 | 11.512 |
Industrials | 11.060 | 15.386 |
Consumer Defensive | 6.650 | 6.308 |
Healthcare | 6.250 | 9.389 |
Technology | 4.940 | 16.367 |
Utilities | 3.420 | 2.291 |
Communication Services | 2.450 | 6.036 |
Consumer Cyclical | 2.240 | 11.587 |
Basic Materials | 1.260 | 4.894 |
Energy | 0.170 | 2.656 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity World Bond Mother Fund | - | 70.54 | - | - | |
Fidelity World Equity Mother Fund | - | 15.16 | - | - | |
Fidelity Global REIT Mother Fund | - | 14.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000JW79 | 841B | 15.27 | 18.40 | - | ||
Fidelity US REIT Fund B UnHedged | 711.73B | 2.13 | 11.89 | 9.74 | ||
Fidelity Japan Growth Equity Fund | 563.55B | 12.83 | 8.63 | 10.42 | ||
JP90C000MMG1 | 228.08B | 15.08 | - | - | ||
JP90C000JW61 | 134.16B | 4.50 | 4.25 | - |
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