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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.99 | 0.83 |
Stocks | 91.02 | 91.02 | 0.00 |
Bonds | 8.77 | 8.78 | 0.01 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 17.45 |
Price to Book | 2.45 | 2.53 |
Price to Sales | 1.78 | 1.77 |
Price to Cash Flow | 10.99 | 10.63 |
Dividend Yield | 2.28 | 2.23 |
5 Years Earnings Growth | 10.91 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.16 | 22.25 |
Financial Services | 16.29 | 14.96 |
Industrials | 11.19 | 11.67 |
Healthcare | 11.15 | 12.52 |
Consumer Cyclical | 10.82 | 10.99 |
Communication Services | 7.14 | 6.57 |
Consumer Defensive | 6.27 | 6.10 |
Energy | 4.71 | 4.62 |
Basic Materials | 4.37 | 4.20 |
Real Estate | 2.49 | 3.75 |
Utilities | 2.40 | 2.37 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 53.63 | - | - | |
Fidelity Series Global ex US Index | - | 36.50 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.85 | - | - | |
Fidelity Series Bond Index | - | 4.01 | - | - | |
Ser Int Dev Mkt Bond Indx | - | 0.99 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.00 | - | - |
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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