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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.62 | 10.19 | 5.57 |
Stocks | 35.62 | 35.62 | 0.00 |
Bonds | 59.74 | 59.74 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.93 | 16.52 |
Price to Book | 2.57 | 2.40 |
Price to Sales | 1.92 | 1.73 |
Price to Cash Flow | 11.51 | 9.86 |
Dividend Yield | 2.19 | 2.29 |
5 Years Earnings Growth | 11.50 | 11.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.04 | 19.75 |
Financial Services | 16.05 | 15.64 |
Healthcare | 10.92 | 11.85 |
Industrials | 10.51 | 11.10 |
Consumer Cyclical | 10.33 | 10.46 |
Communication Services | 7.49 | 6.05 |
Consumer Defensive | 6.08 | 6.62 |
Energy | 4.55 | 5.48 |
Basic Materials | 4.18 | 4.70 |
Utilities | 2.52 | 2.86 |
Real Estate | 2.33 | 5.48 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 36.38 | - | - | |
Fidelity Series Total Market Index | - | 21.32 | - | - | |
Fidelity Series Global ex US Index | - | 14.32 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.52 | - | - | |
Fidelity Series Treasury Bill Index | - | 4.99 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.98 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.88 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.48 | - | - |
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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