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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.160 | 9.290 | 4.130 |
Stocks | 30.470 | 32.640 | 2.170 |
Bonds | 26.200 | 26.200 | 0.000 |
Convertible | 1.340 | 1.340 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 36.750 | 36.750 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.299 | 15.920 |
Price to Book | 2.417 | 2.316 |
Price to Sales | 1.659 | 1.580 |
Price to Cash Flow | 10.180 | 9.679 |
Dividend Yield | 2.045 | 2.652 |
5 Years Earnings Growth | 11.765 | 9.887 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.350 | 16.351 |
Financial Services | 17.000 | 18.760 |
Industrials | 13.970 | 12.772 |
Consumer Cyclical | 10.580 | 8.691 |
Energy | 10.380 | 7.980 |
Basic Materials | 7.470 | 5.478 |
Communication Services | 6.900 | 6.076 |
Healthcare | 6.670 | 9.244 |
Real Estate | 3.790 | 4.038 |
Consumer Defensive | 3.780 | 7.185 |
Utilities | 2.120 | 4.020 |
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 | 41.09M | 2.76 | 1.83 | 3.62 | ||
Fidelity Bal Incm Prv Pool Cl S5 | 130.1M | 2.76 | 1.83 | 3.62 | ||
Fidelity Bal Incm Prv Pool Cl B | 798.73M | 2.76 | 1.81 | 3.61 | ||
Fidelity Bal Income Priv Pool F8 | 96.53M | 3.15 | 2.96 | 4.78 | ||
Fidelity Bal Income Priv Pool F | 1.85B | 3.14 | 2.95 | 4.78 |
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