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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.730 | 3.590 | 0.860 |
Stocks | 84.590 | 84.590 | 0.000 |
Bonds | 0.490 | 0.490 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 12.170 | 12.180 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.089 | 17.672 |
Price to Book | 2.684 | 2.588 |
Price to Sales | 2.083 | 2.109 |
Price to Cash Flow | 11.477 | 11.301 |
Dividend Yield | 1.926 | 2.086 |
5 Years Earnings Growth | 11.676 | 11.637 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.440 | 18.159 |
Financial Services | 19.320 | 19.211 |
Industrials | 13.720 | 11.735 |
Consumer Cyclical | 10.570 | 10.091 |
Healthcare | 8.900 | 8.707 |
Communication Services | 7.140 | 6.759 |
Basic Materials | 6.940 | 5.321 |
Energy | 5.810 | 5.886 |
Consumer Defensive | 5.320 | 5.693 |
Utilities | 1.790 | 3.121 |
Real Estate | 1.040 | 5.319 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 15.93 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 12.46 | - | - | |
Fidelity International Eq MA Bs O | - | 12.29 | - | - | |
Fidelity Emerging Markets Sr A | - | 11.84 | - | - | |
Intl Eq Investment Tr - O | - | 8.27 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 7.04 | - | - | |
Fidelity True North Sr A | - | 6.32 | - | - | |
Fidelity US Dividend Investment Tr Sr O | - | 5.49 | - | - | |
Fidelity International Disciplined Eq A | - | 5.42 | - | - | |
Fidelity Small Cap America Sr A | - | 4.21 | - | - |
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 Sr F5 | 6.86B | 4.30 | 4.07 | 5.45 |
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