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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.09 | 12.61 | 5.52 |
Stocks | 26.45 | 26.45 | 0.00 |
Bonds | 66.45 | 66.45 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.93 | 16.43 |
Price to Book | 2.58 | 2.43 |
Price to Sales | 1.92 | 1.70 |
Price to Cash Flow | 11.52 | 9.85 |
Dividend Yield | 2.19 | 2.34 |
5 Years Earnings Growth | 11.50 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.04 | 19.79 |
Financial Services | 16.05 | 16.37 |
Healthcare | 10.92 | 11.90 |
Industrials | 10.51 | 11.20 |
Consumer Cyclical | 10.33 | 10.19 |
Communication Services | 7.49 | 6.14 |
Consumer Defensive | 6.08 | 6.67 |
Energy | 4.55 | 6.14 |
Basic Materials | 4.18 | 4.99 |
Utilities | 2.52 | 2.86 |
Real Estate | 2.33 | 3.75 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 40.02 | - | - | |
Fidelity Series Total Market Index | - | 15.84 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 15.06 | - | - | |
Fidelity Series Global ex US Index | - | 10.63 | - | - | |
Fidelity Series Treasury Bill Index | - | 7.81 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.98 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.25 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 2.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 310.87B | 3.38 | 3.15 | 1.35 | ||
US3160671075 | 220.57B | 3.40 | 3.17 | 1.38 | ||
US31617H8051 | 103.22B | 3.51 | 3.36 | - | ||
Fidelity US Bond Index Instl Prem | 58.54B | 3.13 | -2.13 | 1.61 | ||
Strategic Advisers Core Income | 43.7B | 3.92 | -1.96 | 2.11 |
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