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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 55.29 | 55.30 | 0.01 |
Bonds | 49.41 | 49.99 | 0.58 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.26 | 0.37 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.79 | 17.28 |
Price to Book | 2.60 | 2.53 |
Price to Sales | 1.88 | 1.80 |
Price to Cash Flow | 11.62 | 10.74 |
Dividend Yield | 1.96 | 2.23 |
5 Years Earnings Growth | 12.30 | 11.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.28 | 21.49 |
Financial Services | 18.36 | 15.14 |
Industrials | 13.63 | 11.37 |
Healthcare | 10.34 | 12.14 |
Consumer Cyclical | 9.77 | 10.25 |
Communication Services | 7.06 | 6.66 |
Basic Materials | 5.61 | 4.31 |
Energy | 5.55 | 4.94 |
Consumer Defensive | 4.02 | 6.34 |
Utilities | 2.07 | 2.75 |
Real Estate | 1.32 | 4.62 |
Number of long holdings: 38
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 24.19 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 9.20 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.22 | - | - | |
Fidelity Series Large Cap Stock | - | 5.91 | - | - | |
Fidelity Series International Value | - | 4.87 | - | - | |
Fidelity Series Overseas | - | 4.79 | - | - | |
Fidelity Series International Growth | - | 4.72 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.27 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.90 | - | - | |
10 Year Treasury Note Future Sept 24 | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 310.87B | 3.38 | 3.15 | 1.35 | ||
US3160671075 | 220.57B | 3.40 | 3.17 | 1.38 | ||
US31617H8051 | 103.22B | 3.51 | 3.36 | - | ||
Fidelity US Bond Index Instl Prem | 58.54B | 3.13 | -2.13 | 1.61 | ||
Strategic Advisers Core Income | 43.7B | 3.92 | -1.96 | 2.11 |
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