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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.040 | 9.150 | 4.110 |
Stocks | 30.490 | 32.660 | 2.170 |
Bonds | 26.280 | 26.280 | 0.000 |
Convertible | 1.350 | 1.350 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 36.750 | 36.750 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.282 | 16.228 |
Price to Book | 2.409 | 2.325 |
Price to Sales | 1.658 | 1.615 |
Price to Cash Flow | 10.156 | 9.813 |
Dividend Yield | 2.041 | 2.624 |
5 Years Earnings Growth | 11.748 | 10.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.200 | 16.231 |
Financial Services | 17.110 | 18.899 |
Industrials | 13.990 | 12.707 |
Consumer Cyclical | 10.550 | 8.469 |
Energy | 10.510 | 8.229 |
Basic Materials | 7.580 | 5.578 |
Communication Services | 6.780 | 6.027 |
Healthcare | 6.600 | 9.195 |
Real Estate | 3.770 | 4.028 |
Consumer Defensive | 3.750 | 7.092 |
Utilities | 2.160 | 4.143 |
Number of long holdings: 39
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Multi-Sector Bd | - | 9.62 | - | - | |
Fidelity Canadian Bond Sr A | - | 8.81 | - | - | |
Global Div Invt Trust - O | - | 8.69 | - | - | |
Fid Dev Intl Ma - Ser O | - | 7.50 | - | - | |
Fidelity Can ST Fixed Income Inv Tr Sr O | - | 6.48 | - | - | |
Fidelity Insights Class A | - | 6.25 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 5.15 | - | - | |
Fidelity Emerging Markets Sr A | - | 4.06 | - | - | |
Fidelity International Growth Invest Tr | - | 3.56 | - | - | |
Fidelity US All Cap Series A | - | 2.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Bal Incm Prv Pool Cl S8 | 3.49B | 4.77 | 2.16 | 3.82 | ||
Fidelity Bal Incm Prv Pool Cl S5 | 3.49B | 4.77 | 2.16 | 3.81 | ||
Fidelity Bal Incm Prv Pool Cl B | 3.49B | 4.76 | 2.14 | 3.80 | ||
Fidelity Bal Income Priv Pool F8 | 3.49B | 5.26 | 3.30 | 4.98 | ||
Fidelity Bal Income Priv Pool F | 3.49B | 5.26 | 3.29 | 4.98 |
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