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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.19 | 3.39 | 3.20 |
Shares | 85.11 | 85.11 | 0.00 |
Bonds | 14.65 | 14.65 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 17.31 |
Price to Book | 2.53 | 2.53 |
Price to Sales | 1.84 | 1.76 |
Price to Cash Flow | 11.27 | 10.58 |
Dividend Yield | 2.16 | 2.17 |
5 Years Earnings Growth | 10.83 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.43 | 21.58 |
Financial Services | 16.10 | 14.90 |
Healthcare | 11.27 | 12.56 |
Industrials | 11.06 | 11.64 |
Consumer Cyclical | 11.01 | 11.00 |
Communication Services | 7.14 | 6.46 |
Consumer Defensive | 6.33 | 6.34 |
Energy | 4.52 | 4.63 |
Basic Materials | 4.26 | 4.35 |
Real Estate | 2.53 | 4.01 |
Utilities | 2.36 | 2.53 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 51.20 | - | - | |
Fidelity Series Global ex US Index | - | 33.97 | - | - | |
Fidelity Series Bond Index | - | 8.02 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.89 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 1.89 | - | - |
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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