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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.740 | 14.890 | 10.150 |
Stocks | 21.740 | 21.740 | 0.000 |
Bonds | 73.330 | 74.420 | 1.090 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.320 | 0.170 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.971 | 16.809 |
Price to Book | 2.436 | 2.397 |
Price to Sales | 1.835 | 1.744 |
Price to Cash Flow | 10.733 | 10.339 |
Dividend Yield | 2.091 | 2.587 |
5 Years Earnings Growth | 12.874 | 10.873 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.840 | 21.656 |
Financial Services | 18.710 | 15.460 |
Industrials | 13.380 | 11.123 |
Consumer Cyclical | 11.480 | 10.429 |
Healthcare | 9.200 | 11.859 |
Communication Services | 6.820 | 6.767 |
Basic Materials | 6.250 | 4.249 |
Energy | 4.960 | 4.457 |
Consumer Defensive | 4.180 | 6.078 |
Utilities | 1.870 | 2.959 |
Real Estate | 1.310 | 4.961 |
Number of long holdings: 34
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 42.87 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 20.51 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.54 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.92 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.64 | - | - | |
Fidelity Series International Growth | - | 1.97 | - | - | |
Fidelity Series Overseas | - | 1.96 | - | - | |
Fidelity Series International Value | - | 1.96 | - | - | |
Fidelity Series Growth Company | - | 1.58 | - | - | |
Fidelity Series Large Cap Stock | - | 1.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.46B | 6.91 | 6.28 | 4.54 | ||
Fidelity Convertible Securities | 2.16B | 10.42 | 0.77 | 8.40 | ||
Fidelity Advisor Floating Rate HiI | 2.07B | 6.89 | 6.25 | 4.50 | ||
US3157966157 | 1.43B | 13.58 | 4.02 | - | ||
Fidelity Freedom Income | 1.37B | 4.75 | 0.11 | 3.36 |
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