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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.86 | 14.44 | 10.58 |
Shares | 35.59 | 35.59 | 0.00 |
Bonds | 60.54 | 60.55 | 0.01 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 16.53 |
Price to Book | 2.56 | 2.44 |
Price to Sales | 1.90 | 1.78 |
Price to Cash Flow | 11.43 | 10.05 |
Dividend Yield | 2.17 | 2.26 |
5 Years Earnings Growth | 11.64 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.99 | 20.08 |
Financial Services | 16.69 | 15.76 |
Healthcare | 11.46 | 11.72 |
Industrials | 10.70 | 11.05 |
Consumer Cyclical | 10.09 | 10.43 |
Communication Services | 7.20 | 6.14 |
Consumer Defensive | 6.23 | 6.52 |
Energy | 4.38 | 5.27 |
Basic Materials | 4.09 | 4.65 |
Utilities | 2.66 | 2.92 |
Real Estate | 2.50 | 5.46 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Bond Index | - | 36.31 | - | - | |
Fidelity Series Total Market Index | - | 21.33 | - | - | |
Fidelity Series Global ex US Index | - | 14.28 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.71 | - | - | |
Fidelity Series Treasury Bill Index | - | 5.06 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.94 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.79 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.46 | - | - |
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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