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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.940 | 13.870 | 6.930 |
Stocks | 34.640 | 37.340 | 2.700 |
Bonds | 42.200 | 42.250 | 0.050 |
Convertible | 0.570 | 0.570 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 15.570 | 15.570 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.537 | 16.259 |
Price to Book | 2.034 | 2.427 |
Price to Sales | 1.447 | 1.727 |
Price to Cash Flow | 9.449 | 10.138 |
Dividend Yield | 2.320 | 2.549 |
5 Years Earnings Growth | 11.907 | 10.439 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.360 | 20.242 |
Industrials | 14.180 | 11.984 |
Technology | 13.610 | 16.822 |
Consumer Cyclical | 9.910 | 8.380 |
Energy | 8.840 | 7.622 |
Basic Materials | 8.360 | 5.646 |
Healthcare | 6.680 | 8.802 |
Consumer Defensive | 6.650 | 6.946 |
Communication Services | 5.780 | 6.005 |
Real Estate | 4.050 | 3.890 |
Utilities | 2.580 | 4.336 |
Number of long holdings: 40
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Multi-Sector Bond O | - | 9.71 | - | - | |
Global Div Invt Trust - O | - | 8.72 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 8.52 | - | - | |
Fidelity Developed Intl Bd MA Base O | - | 7.54 | - | - | |
Fidelity Can ST Fixed Income Inv Tr Sr O | - | 6.33 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 5.95 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 4.17 | - | - | |
Insights Investment Tr - O | - | 3.73 | - | - | |
Fidelity Global Bond Curr Neutral Sr O | - | 3.39 | - | - | |
Fidelity International Growth Invest Tr | - | 2.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Bal Incm Prv Pool Cl S8 | 44.1M | 12.65 | 3.88 | 4.24 | ||
Fidelity Bal Incm Prv Pool Cl S5 | 134.69M | 12.65 | 3.88 | 4.24 | ||
Fidelity Bal Incm Prv Pool Cl B | 823.07M | 12.64 | 3.86 | 4.23 | ||
Fidelity Bal Income Priv Pool F8 | 104.58M | 13.81 | 5.04 | 5.41 | ||
Fidelity Bal Income Priv Pool F | 2.07B | 13.80 | 5.03 | 5.41 |
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