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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 61.64 | 61.65 | 0.01 |
Bonds | 42.06 | 42.57 | 0.51 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.22 | 0.31 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.72 | 17.16 |
Price to Book | 2.63 | 2.55 |
Price to Sales | 1.84 | 1.77 |
Price to Cash Flow | 11.17 | 10.63 |
Dividend Yield | 1.86 | 2.14 |
5 Years Earnings Growth | 12.39 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.27 | 21.31 |
Financial Services | 18.04 | 14.80 |
Industrials | 13.92 | 11.70 |
Healthcare | 10.34 | 12.47 |
Consumer Cyclical | 9.89 | 10.85 |
Communication Services | 7.12 | 6.52 |
Basic Materials | 5.64 | 4.36 |
Energy | 5.62 | 4.77 |
Consumer Defensive | 4.25 | 6.44 |
Utilities | 1.61 | 2.63 |
Real Estate | 1.30 | 4.21 |
Number of long holdings: 40
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 21.09 | - | - | |
Fidelity Series Emerging Markets Opps | - | 8.00 | - | - | |
Fidelity Series Large Cap Stock | - | 6.73 | - | - | |
Fidelity Series International Value | - | 5.48 | - | - | |
Fidelity Series Overseas | - | 5.37 | - | - | |
Fidelity Series International Growth | - | 5.37 | - | - | |
Fidelity Advisor Series Equity Gr | - | 4.91 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.84 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 4.61 | - | - | |
Fidelity Series Value Discovery | - | 3.97 | - | - |
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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