Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 62.57 | 62.58 | 0.01 |
Bonds | 41.35 | 42.11 | 0.76 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.50 | 0.58 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.64 | 17.20 |
Price to Book | 2.62 | 2.65 |
Price to Sales | 1.86 | 1.90 |
Price to Cash Flow | 11.47 | 11.19 |
Dividend Yield | 1.95 | 2.10 |
5 Years Earnings Growth | 12.37 | 11.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.30 | 22.10 |
Financial Services | 17.85 | 15.26 |
Industrials | 12.93 | 11.37 |
Consumer Cyclical | 11.23 | 10.54 |
Healthcare | 10.16 | 12.07 |
Communication Services | 7.35 | 6.81 |
Basic Materials | 5.50 | 4.11 |
Energy | 4.71 | 4.33 |
Consumer Defensive | 4.44 | 6.24 |
Utilities | 2.20 | 2.91 |
Real Estate | 1.33 | 4.28 |
Number of long holdings: 44
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.33 | - | - | |
Fidelity Series Emerging Markets Opps | - | 7.68 | - | - | |
Fidelity Series Growth Company | - | 6.48 | - | - | |
Fidelity Series Large Cap Stock | - | 6.26 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 5.22 | - | - | |
Fidelity Series International Growth | - | 5.17 | - | - | |
Fidelity Series International Value | - | 5.16 | - | - | |
Fidelity Series Overseas | - | 5.07 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 4.17 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 340.32B | 4.56 | 3.53 | 1.46 | ||
US3160671075 | 235.1B | 4.58 | 3.56 | 1.49 | ||
US31617H8051 | 106.93B | 4.73 | 3.76 | - | ||
Fidelity US Bond Index Instl Prem | 61.02B | 3.02 | -1.95 | 1.49 | ||
Strategic Advisers Core Income | 42.91B | 3.82 | -1.77 | 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