
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 86.220 | 86.220 | 0.000 |
Bonds | 17.010 | 17.190 | 0.180 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.810 | 0.830 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.590 | 17.436 |
Price to Book | 2.679 | 2.606 |
Price to Sales | 1.953 | 1.881 |
Price to Cash Flow | 11.740 | 10.848 |
Dividend Yield | 1.937 | 2.164 |
5 Years Earnings Growth | 11.249 | 10.979 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.990 | 22.176 |
Financial Services | 19.650 | 15.889 |
Industrials | 13.510 | 11.377 |
Consumer Cyclical | 10.710 | 11.033 |
Healthcare | 9.200 | 11.609 |
Communication Services | 7.790 | 7.046 |
Basic Materials | 5.000 | 3.945 |
Energy | 4.460 | 4.091 |
Consumer Defensive | 4.120 | 6.032 |
Utilities | 2.240 | 2.741 |
Real Estate | 1.330 | 4.059 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Emerging Markets Opps | - | 9.14 | - | - | |
Fidelity Series Large Cap Stock | - | 9.12 | - | - | |
Fidelity Series Growth Company | - | 9.04 | - | - | |
Fidelity Series International Growth | - | 7.05 | - | - | |
Fidelity Series Overseas | - | 7.04 | - | - | |
Fidelity Series International Value | - | 7.00 | - | - | |
Fidelity Series Stk Selec Lg Cp Val | - | 6.18 | - | - | |
Fidelity Series Opportunistic Insights | - | 5.59 | - | - | |
Fidelity Series Value Discovery | - | 5.54 | - | - | |
Fidelity Series Blue Chip Growth | - | 4.99 | - | - |
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 | 3.15 | -0.16 | 2.05 |
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