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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 2.02 | 1.87 |
Stocks | 90.42 | 90.42 | 0.00 |
Bonds | 9.37 | 9.37 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.96 | 17.33 |
Price to Book | 2.43 | 2.58 |
Price to Sales | 1.71 | 1.79 |
Price to Cash Flow | 10.71 | 10.82 |
Dividend Yield | 2.25 | 2.08 |
5 Years Earnings Growth | 10.95 | 11.52 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.11 | 22.15 |
Financial Services | 16.16 | 14.99 |
Healthcare | 11.50 | 12.62 |
Industrials | 10.86 | 11.47 |
Consumer Cyclical | 10.63 | 11.04 |
Communication Services | 7.19 | 6.64 |
Consumer Defensive | 6.53 | 6.28 |
Energy | 4.63 | 4.51 |
Basic Materials | 4.31 | 4.25 |
Real Estate | 2.61 | 3.61 |
Utilities | 2.47 | 2.45 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 54.94 | - | - | |
Fidelity Series Global ex US Index | - | 35.56 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.72 | - | - | |
Fidelity Series Bond Index | - | 3.81 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 298.74B | 1.24 | 2.43 | 1.14 | ||
US3160671075 | 225.09B | 1.22 | 2.45 | 1.17 | ||
US31617H8051 | 96.23B | 1.29 | 2.61 | - | ||
Fidelity US Bond Index Instl Prem | 57.78B | -0.72 | -2.48 | 1.52 | ||
Strategic Advisers Core Income | 46.12B | -0.39 | -2.27 | 1.98 |
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