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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.290 | 10.910 | 3.620 |
Stocks | 46.100 | 50.760 | 4.660 |
Bonds | 21.340 | 21.340 | 0.000 |
Convertible | 1.150 | 1.150 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 24.050 | 24.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.937 | 16.867 |
Price to Book | 2.367 | 2.641 |
Price to Sales | 1.512 | 1.784 |
Price to Cash Flow | 9.521 | 10.595 |
Dividend Yield | 2.157 | 2.347 |
5 Years Earnings Growth | 11.261 | 10.632 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.700 | 17.069 |
Financial Services | 16.410 | 18.178 |
Industrials | 14.990 | 12.623 |
Consumer Cyclical | 11.530 | 9.470 |
Energy | 8.700 | 6.695 |
Basic Materials | 7.780 | 4.931 |
Healthcare | 7.100 | 10.946 |
Communication Services | 6.480 | 6.138 |
Consumer Defensive | 4.380 | 7.468 |
Real Estate | 3.080 | 4.415 |
Utilities | 1.860 | 3.780 |
Number of long holdings: 36
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 9.62 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 7.03 | - | - | |
Fidelity International Growth Invest Tr | - | 6.98 | - | - | |
Fidelity Emerging Markets Sr A | - | 6.87 | - | - | |
Fidelity Multi-Sector Bd | - | 6.85 | - | - | |
Fidelity Global Bond Series O | - | 6.33 | - | - | |
Fidelity Emerg Tech Invt Tr | - | 5.92 | - | - | |
Fidelity Canadian Bond Sr A | - | 5.82 | - | - | |
Fidelity US All Cap Series A | - | 4.76 | - | - | |
Fidelity Glb Intrinsic Value Inv Tr Sr O | - | 3.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 182.81M | 8.21 | 5.68 | 7.16 | ||
Fidelity Global Balanced Portf F8 | 37.36M | 8.21 | 5.67 | 7.16 | ||
Fidelity Global Balanced Portfol B | 9.95B | 7.91 | 4.50 | 5.96 | ||
Fidelity Monthly Income Series F | 1.41B | 3.40 | 4.62 | 5.54 | ||
Fidelity Monthly Income Sr F5 | 103.66M | 3.40 | 4.62 | 5.55 |
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