
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 13.18 | 12.12 |
Stocks | 39.47 | 39.47 | 0.00 |
Bonds | 59.01 | 60.23 | 1.22 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.42 | 0.48 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.25 | 16.71 |
Price to Book | 2.59 | 2.47 |
Price to Sales | 1.91 | 1.83 |
Price to Cash Flow | 11.38 | 10.17 |
Dividend Yield | 2.01 | 2.23 |
5 Years Earnings Growth | 11.25 | 11.18 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.71 | 20.32 |
Financial Services | 19.60 | 16.15 |
Industrials | 13.68 | 10.95 |
Consumer Cyclical | 10.95 | 10.56 |
Healthcare | 9.00 | 11.37 |
Communication Services | 7.79 | 6.38 |
Basic Materials | 5.08 | 4.41 |
Energy | 4.40 | 4.99 |
Consumer Defensive | 4.19 | 6.42 |
Utilities | 2.21 | 2.96 |
Real Estate | 1.39 | 5.49 |
Number of long holdings: 42
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 31.26 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 10.78 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.73 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.67 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.60 | - | - | |
Fidelity Series Large Cap Stock | - | 3.86 | - | - | |
Fidelity Series Growth Company | - | 3.83 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 3.19 | - | - | |
Fidelity Series Overseas | - | 2.98 | - | - | |
Fidelity Series International Growth | - | 2.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 362.15B | 0.65 | 3.88 | 1.56 | ||
US3160671075 | 235.47B | 0.66 | 3.91 | 1.60 | ||
US31617H8051 | 111.15B | 0.68 | 4.11 | - | ||
Fidelity US Bond Index Instl Prem | 62.16B | 2.74 | -0.43 | 1.48 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review