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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.71 | 47.72 | 0.01 |
Bonds | 54.74 | 55.41 | 0.67 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.13 | 0.24 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 17.54 |
Price to Book | 2.60 | 2.45 |
Price to Sales | 1.83 | 1.73 |
Price to Cash Flow | 11.07 | 10.06 |
Dividend Yield | 1.89 | 2.25 |
5 Years Earnings Growth | 12.41 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.21 | 19.91 |
Financial Services | 18.09 | 15.05 |
Industrials | 13.96 | 11.41 |
Healthcare | 10.14 | 12.59 |
Consumer Cyclical | 10.04 | 10.73 |
Communication Services | 7.07 | 6.57 |
Basic Materials | 5.73 | 4.40 |
Energy | 5.59 | 4.80 |
Consumer Defensive | 4.25 | 6.82 |
Utilities | 1.60 | 3.07 |
Real Estate | 1.31 | 4.68 |
Number of long holdings: 38
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.57 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.50 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.76 | - | - | |
Fidelity Series Large Cap Stock | - | 5.00 | - | - | |
Fidelity Series International Value | - | 4.24 | - | - | |
Fidelity Series Overseas | - | 4.16 | - | - | |
Fidelity Series International Growth | - | 4.15 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.05 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.76 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 296.42B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 222.34B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 96.8B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 55.87B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 43.87B | -2.90 | -3.41 | 1.64 |
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