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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 55.38 | 55.41 | 0.03 |
Bonds | 49.28 | 49.86 | 0.58 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.43 | 0.53 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.11 | 17.21 |
Price to Book | 2.61 | 2.55 |
Price to Sales | 1.88 | 1.83 |
Price to Cash Flow | 11.47 | 10.82 |
Dividend Yield | 1.94 | 2.20 |
5 Years Earnings Growth | 12.46 | 11.57 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.56 | 21.63 |
Financial Services | 18.04 | 15.24 |
Industrials | 12.97 | 11.21 |
Consumer Cyclical | 10.95 | 10.15 |
Healthcare | 10.30 | 12.14 |
Communication Services | 6.94 | 6.73 |
Basic Materials | 5.52 | 4.27 |
Energy | 5.16 | 4.83 |
Consumer Defensive | 4.32 | 6.31 |
Utilities | 1.97 | 2.80 |
Real Estate | 1.27 | 4.67 |
Number of long holdings: 42
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 24.17 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.14 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.10 | - | - | |
Fidelity Series Growth Company | - | 5.55 | - | - | |
Fidelity Series Large Cap Stock | - | 5.26 | - | - | |
Fidelity Series International Growth | - | 4.88 | - | - | |
Fidelity Series Overseas | - | 4.83 | - | - | |
Fidelity Series International Value | - | 4.81 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.89 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 323.31B | 3.78 | 3.28 | 1.39 | ||
US3160671075 | 227.22B | 3.80 | 3.30 | 1.42 | ||
US31617H8051 | 105.38B | 3.92 | 3.49 | - | ||
Fidelity US Bond Index Instl Prem | 60.04B | 4.59 | -1.39 | 1.82 | ||
Strategic Advisers Core Income | 43.1B | 5.18 | -1.29 | 2.31 |
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