
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.19 | 3.26 | 3.07 |
Stocks | 83.01 | 83.01 | 0.00 |
Bonds | 16.74 | 16.75 | 0.01 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.03 | 17.34 |
Price to Book | 2.54 | 2.60 |
Price to Sales | 1.90 | 1.87 |
Price to Cash Flow | 11.38 | 10.91 |
Dividend Yield | 2.21 | 2.17 |
5 Years Earnings Growth | 10.39 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.15 | 22.23 |
Financial Services | 17.69 | 15.82 |
Industrials | 10.90 | 11.39 |
Consumer Cyclical | 10.63 | 10.97 |
Healthcare | 10.11 | 11.67 |
Communication Services | 7.50 | 6.97 |
Consumer Defensive | 5.91 | 6.04 |
Energy | 4.19 | 4.11 |
Basic Materials | 3.87 | 3.96 |
Utilities | 2.67 | 2.76 |
Real Estate | 2.39 | 4.08 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 49.70 | - | - | |
Fidelity Series Global ex US Index | - | 33.37 | - | - | |
Fidelity Series Bond Index | - | 9.76 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.85 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 2.27 | - | - |
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