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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.720 | 20.510 | 17.790 |
Stocks | 48.680 | 48.680 | 0.000 |
Bonds | 39.730 | 39.730 | 0.000 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.760 | 8.770 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.021 | 15.514 |
Price to Book | 2.667 | 2.333 |
Price to Sales | 2.081 | 3.457 |
Price to Cash Flow | 11.440 | 9.850 |
Dividend Yield | 1.951 | 2.162 |
5 Years Earnings Growth | 11.691 | 11.656 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.410 | 16.671 |
Financial Services | 19.380 | 19.925 |
Industrials | 13.880 | 12.259 |
Consumer Cyclical | 10.600 | 9.365 |
Healthcare | 8.900 | 9.153 |
Basic Materials | 7.100 | 6.020 |
Communication Services | 6.970 | 7.476 |
Energy | 5.670 | 5.594 |
Consumer Defensive | 5.330 | 6.911 |
Utilities | 1.730 | 2.905 |
Real Estate | 1.020 | 3.718 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Sr A | - | 13.32 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 11.20 | - | - | |
Fidelity Insights Class A | - | 8.61 | - | - | |
Fidelity International Eq MA Bs O | - | 7.78 | - | - | |
Fidelity Canadian Rl Ret Bd Idx Instl Tr | - | 7.46 | - | - | |
Fidelity Emerging Markets Sr A | - | 7.28 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 6.89 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 6.14 | - | - | |
Intl Eq Investment Tr - O | - | 5.24 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 3.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 15.35B | 9.46 | 5.70 | 7.27 | ||
Fidelity Global Balanced Portf F8 | 15.35B | 9.46 | 5.69 | 7.27 | ||
Fidelity Global Balanced Portf F | 15.35B | 9.47 | 5.70 | 7.28 | ||
Fidelity Global Balanced Portfol B | 15.35B | 8.94 | 4.51 | 6.07 | ||
Fidelity Monthly Income Series F | 6.86B | 4.30 | 4.07 | 5.44 |
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