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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 62.60 | 62.60 | 0.00 |
Bonds | 40.12 | 40.80 | 0.68 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.24 | 0.35 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.87 | 17.48 |
Price to Book | 2.53 | 2.44 |
Price to Sales | 1.78 | 1.73 |
Price to Cash Flow | 11.12 | 10.04 |
Dividend Yield | 2.09 | 2.26 |
5 Years Earnings Growth | 11.99 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.18 | 19.87 |
Financial Services | 17.84 | 15.06 |
Industrials | 13.05 | 11.41 |
Consumer Cyclical | 11.29 | 10.72 |
Healthcare | 9.72 | 12.60 |
Communication Services | 6.92 | 6.58 |
Energy | 5.77 | 4.82 |
Basic Materials | 5.75 | 4.40 |
Consumer Defensive | 4.54 | 6.83 |
Utilities | 1.75 | 3.08 |
Real Estate | 1.18 | 4.67 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 28.16 | - | - | |
Series 5+ Yr Tips Index | - | 7.59 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.86 | - | - | |
Fidelity Series Growth Company | - | 4.49 | - | - | |
Fidelity Series Large Cap Stock | - | 4.31 | - | - | |
Fidelity Series International Value | - | 4.22 | - | - | |
Fidelity Series Overseas | - | 4.17 | - | - | |
Fidelity Series International Growth | - | 4.12 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 3.88 | - | - | |
Series 0-5 Yr Tips Index | - | 3.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 2.08 | 2.71 | 1.22 | ||
US3160671075 | 222.34B | 2.07 | 2.73 | 1.25 | ||
US31617H8051 | 96.8B | 2.17 | 2.91 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -1.64 | -3.12 | 1.22 | ||
Strategic Advisers Core Income | 43.87B | -1.10 | -2.94 | 1.70 |
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