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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.86 | 10.55 | 5.69 |
Shares | 35.71 | 35.71 | 0.00 |
Bonds | 59.41 | 59.49 | 0.08 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.01 | 16.64 |
Price to Book | 2.51 | 2.44 |
Price to Sales | 1.88 | 1.78 |
Price to Cash Flow | 11.31 | 10.03 |
Dividend Yield | 2.20 | 2.26 |
5 Years Earnings Growth | 11.76 | 11.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.35 | 20.12 |
Financial Services | 16.46 | 15.76 |
Healthcare | 11.03 | 11.76 |
Industrials | 10.73 | 11.03 |
Consumer Cyclical | 10.37 | 10.39 |
Communication Services | 7.21 | 6.12 |
Consumer Defensive | 6.08 | 6.51 |
Energy | 4.56 | 5.33 |
Basic Materials | 4.20 | 4.64 |
Utilities | 2.59 | 2.90 |
Real Estate | 2.41 | 5.44 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 36.32 | - | - | |
Fidelity Series Total Market Index | - | 21.35 | - | - | |
Fidelity Series Global ex US Index | - | 14.38 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.58 | - | - | |
Fidelity Series Treasury Bill Index | - | 5.00 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.95 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.80 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 335.07B | 3.78 | 3.28 | 1.39 | ||
US3160671075 | 232.14B | 3.80 | 3.30 | 1.42 | ||
US31617H8051 | 106.24B | 3.92 | 3.49 | - | ||
Fidelity US Bond Index Instl Prem | 60.34B | 4.59 | -1.39 | 1.82 | ||
Strategic Advisers Core Income | 42.86B | 5.18 | -1.29 | 2.31 |
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