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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 72.30 | 72.31 | 0.01 |
Bonds | 30.56 | 31.16 | 0.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.48 | 0.52 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.71 | 17.48 |
Price to Book | 2.66 | 2.59 |
Price to Sales | 1.83 | 1.81 |
Price to Cash Flow | 11.35 | 10.89 |
Dividend Yield | 1.87 | 2.08 |
5 Years Earnings Growth | 12.20 | 11.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.89 | 21.64 |
Financial Services | 17.61 | 15.03 |
Industrials | 12.82 | 11.56 |
Consumer Cyclical | 11.15 | 10.93 |
Healthcare | 10.11 | 12.53 |
Communication Services | 6.86 | 6.67 |
Energy | 5.43 | 4.59 |
Basic Materials | 5.37 | 4.28 |
Consumer Defensive | 4.70 | 6.27 |
Utilities | 1.73 | 2.49 |
Real Estate | 1.32 | 4.02 |
Number of long holdings: 42
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 14.51 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.96 | - | - | |
Fidelity Series Growth Company | - | 7.37 | - | - | |
Fidelity Series Large Cap Stock | - | 7.07 | - | - | |
Fidelity Series International Value | - | 6.46 | - | - | |
Fidelity Series Overseas | - | 6.32 | - | - | |
Fidelity Series International Growth | - | 6.32 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.23 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.94 | - | - | |
Fidelity Series Opportunistic Insights | - | 4.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
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