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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 44.720 | 45.800 | 1.080 |
Shares | 19.910 | 19.910 | 0.000 |
Bonds | 35.390 | 35.870 | 0.480 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.571 | 13.276 |
Price to Book | 1.629 | 2.405 |
Price to Sales | 1.066 | 1.834 |
Price to Cash Flow | 8.420 | 8.302 |
Dividend Yield | 1.060 | 2.290 |
5 Years Earnings Growth | 21.212 | 24.890 |
Name | Net % | Category Average |
---|---|---|
Cash | 44.681 | 13.777 |
Corporate | 14.088 | 44.024 |
Government | 11.122 | 21.651 |
Securitized | 10.213 | 11.490 |
Derivative | 0.054 | 6.047 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 19.40 | - | - | |
Fidelity Series Short-Term Credit | - | 10.99 | - | - | |
Series 0-5 Yr Tips Index | - | 10.04 | - | - | |
Series 5+ Yr Tips Index | - | 5.87 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 3.96 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.96 | - | - | |
Fidelity Series High Income | - | 0.84 | - | - | |
Fidelity Series Emerging Markets Debt | - | 0.68 | - | - | |
Fidelity Series Em Mk Dbt Lcl Ccy | - | 0.22 | - | - | |
Fidelity Series Floating Rate Hi Inc | - | 0.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 218.18B | 2.10 | 2.73 | 1.25 | ||
US31617H8051 | 98.82B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 44.11B | -1.10 | -2.94 | 1.70 |
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