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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.780 | 16.880 | 14.100 |
Stocks | 57.820 | 57.820 | 0.000 |
Bonds | 29.480 | 29.480 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 9.830 | 9.840 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.049 | 17.544 |
Price to Book | 2.674 | 2.528 |
Price to Sales | 2.082 | 2.076 |
Price to Cash Flow | 11.456 | 11.323 |
Dividend Yield | 1.941 | 2.227 |
5 Years Earnings Growth | 11.684 | 11.131 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.420 | 16.824 |
Financial Services | 19.350 | 20.068 |
Industrials | 13.820 | 12.091 |
Consumer Cyclical | 10.590 | 9.091 |
Healthcare | 8.900 | 8.869 |
Basic Materials | 7.040 | 5.744 |
Communication Services | 7.040 | 6.891 |
Energy | 5.720 | 6.419 |
Consumer Defensive | 5.320 | 6.781 |
Utilities | 1.760 | 2.668 |
Real Estate | 1.030 | 4.551 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Sr A | - | 12.80 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 10.67 | - | - | |
Fidelity Insights Class A | - | 10.48 | - | - | |
Fidelity International Eq MA Bs O | - | 8.94 | - | - | |
Fidelity Emerging Markets Sr A | - | 8.43 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 8.30 | - | - | |
Intl Eq Investment Tr - O | - | 6.01 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 4.63 | - | - | |
Fidelity True North Sr A | - | 4.21 | - | - | |
Fidelity International Disciplined Eq A | - | 3.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 15.35B | 9.46 | 5.70 | 7.27 | ||
Fidelity Global Balanced Portf F8 | 15.35B | 9.46 | 5.69 | 7.27 | ||
Fidelity Global Balanced Portf F | 15.35B | 9.47 | 5.70 | 7.28 | ||
Fidelity Global Balanced Portfol B | 15.35B | 8.94 | 4.51 | 6.07 | ||
Fidelity Monthly Income Series F | 6.86B | 4.30 | 4.07 | 5.44 |
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