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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 85.23 | 85.26 | 0.03 |
Bonds | 16.57 | 16.73 | 0.16 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.61 | 0.63 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.04 | 17.23 |
Price to Book | 2.55 | 2.52 |
Price to Sales | 1.72 | 1.74 |
Price to Cash Flow | 10.79 | 10.50 |
Dividend Yield | 1.95 | 2.17 |
5 Years Earnings Growth | 11.95 | 11.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.49 | 21.51 |
Financial Services | 17.71 | 14.90 |
Industrials | 12.48 | 11.59 |
Consumer Cyclical | 11.07 | 11.03 |
Healthcare | 10.39 | 12.62 |
Communication Services | 6.93 | 6.45 |
Energy | 5.66 | 4.60 |
Basic Materials | 5.29 | 4.34 |
Consumer Defensive | 4.87 | 6.38 |
Utilities | 1.76 | 2.54 |
Real Estate | 1.36 | 4.05 |
Number of long holdings: 41
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.06 | - | - | |
Fidelity Series Growth Company | - | 9.00 | - | - | |
Fidelity Series Large Cap Stock | - | 8.43 | - | - | |
Fidelity Series Overseas | - | 7.57 | - | - | |
Fidelity Series International Growth | - | 7.51 | - | - | |
Fidelity Series International Value | - | 7.49 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 5.84 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.35 | - | - | |
Fidelity Series Value Discovery | - | 5.24 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.27 | 2.44 | 1.14 | ||
US3160671075 | 225.09B | 1.25 | 2.46 | 1.17 | ||
US31617H8051 | 96.23B | 1.32 | 2.62 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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