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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 91.58 | 91.60 | 0.02 |
Bonds | 11.98 | 11.98 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.68 | 0.69 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.78 | 17.21 |
Price to Book | 2.66 | 2.63 |
Price to Sales | 1.92 | 1.87 |
Price to Cash Flow | 11.60 | 11.10 |
Dividend Yield | 1.90 | 2.07 |
5 Years Earnings Growth | 12.53 | 11.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.60 | 22.64 |
Financial Services | 18.17 | 15.29 |
Industrials | 12.65 | 11.29 |
Healthcare | 10.77 | 12.41 |
Consumer Cyclical | 10.71 | 10.69 |
Communication Services | 7.00 | 6.84 |
Basic Materials | 5.36 | 4.13 |
Energy | 5.08 | 4.32 |
Consumer Defensive | 4.34 | 6.14 |
Utilities | 2.01 | 2.59 |
Real Estate | 1.30 | 3.65 |
Number of long holdings: 44
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 10.85 | - | - | |
Fidelity Series Growth Company | - | 9.66 | - | - | |
Fidelity Series Large Cap Stock | - | 9.19 | - | - | |
Fidelity Series International Growth | - | 7.91 | - | - | |
Fidelity Series Overseas | - | 7.88 | - | - | |
Fidelity Series International Value | - | 7.86 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.26 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.77 | - | - | |
Fidelity Series Value Discovery | - | 5.57 | - | - | |
Fidelity Series Blue Chip Growth | - | 5.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 335.07B | 4.17 | 3.41 | 1.43 | ||
US3160671075 | 232.14B | 4.20 | 3.43 | 1.46 | ||
US31617H8051 | 106.24B | 4.33 | 3.63 | - | ||
Fidelity US Bond Index Instl Prem | 60.34B | 1.94 | -2.23 | 1.46 | ||
Strategic Advisers Core Income | 42.86B | 2.64 | -2.08 | 1.99 |
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