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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 11.50 | 11.38 |
Stocks | 38.57 | 38.58 | 0.01 |
Bonds | 61.03 | 62.32 | 1.29 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.22 | 0.30 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.41 | 16.48 |
Price to Book | 2.58 | 2.41 |
Price to Sales | 1.81 | 1.73 |
Price to Cash Flow | 11.03 | 9.86 |
Dividend Yield | 1.95 | 2.27 |
5 Years Earnings Growth | 12.29 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.65 | 19.62 |
Financial Services | 17.76 | 15.60 |
Industrials | 13.01 | 11.11 |
Consumer Cyclical | 11.41 | 10.54 |
Healthcare | 9.68 | 11.89 |
Communication Services | 6.76 | 6.02 |
Basic Materials | 5.60 | 4.73 |
Energy | 5.38 | 5.45 |
Consumer Defensive | 4.70 | 6.70 |
Utilities | 1.70 | 2.82 |
Real Estate | 1.35 | 5.50 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 31.15 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 9.07 | - | - | |
Fidelity Series Emerging Markets Opps | - | 5.95 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.94 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 3.81 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.77 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.73 | - | - | |
Fidelity Series Growth Company | - | 3.53 | - | - | |
Fidelity Series International Value | - | 3.43 | - | - | |
Fidelity Series Large Cap Stock | - | 3.38 | - | - |
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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