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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 2.30 | 2.15 |
Stocks | 90.10 | 90.10 | 0.00 |
Bonds | 9.70 | 9.71 | 0.01 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.33 | 17.80 |
Price to Book | 2.50 | 2.70 |
Price to Sales | 1.83 | 1.90 |
Price to Cash Flow | 11.33 | 11.40 |
Dividend Yield | 2.25 | 2.01 |
5 Years Earnings Growth | 11.24 | 11.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.86 | 22.67 |
Financial Services | 16.25 | 14.97 |
Healthcare | 11.14 | 12.61 |
Industrials | 11.13 | 11.54 |
Consumer Cyclical | 10.71 | 10.92 |
Communication Services | 7.32 | 6.83 |
Consumer Defensive | 6.38 | 6.00 |
Energy | 4.88 | 4.48 |
Basic Materials | 4.36 | 4.28 |
Utilities | 2.56 | 2.41 |
Real Estate | 2.43 | 3.31 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 54.38 | - | - | |
Fidelity Series Global ex US Index | - | 35.78 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.95 | - | - | |
Fidelity Series Bond Index | - | 3.92 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 301.6B | 2.53 | 2.86 | 1.27 | ||
US3160671075 | 219.58B | 2.54 | 2.88 | 1.29 | ||
US31617H8051 | 100.05B | 2.63 | 3.06 | - | ||
Fidelity US Bond Index Instl Prem | 56.66B | -0.55 | -3.03 | 1.33 | ||
Strategic Advisers Core Income | 43.6B | -0.04 | -2.88 | 1.79 |
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