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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.580 | 10.430 | 2.850 |
Stocks | 47.030 | 52.640 | 5.610 |
Bonds | 15.050 | 15.050 | 0.000 |
Convertible | 1.270 | 1.270 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 28.970 | 28.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.889 | 17.043 |
Price to Book | 2.554 | 2.651 |
Price to Sales | 1.728 | 1.802 |
Price to Cash Flow | 10.728 | 10.702 |
Dividend Yield | 1.836 | 2.346 |
5 Years Earnings Growth | 12.155 | 10.494 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.990 | 17.007 |
Financial Services | 16.290 | 18.249 |
Industrials | 14.800 | 12.747 |
Consumer Cyclical | 11.010 | 9.459 |
Energy | 8.660 | 6.782 |
Basic Materials | 7.710 | 5.008 |
Healthcare | 7.200 | 10.728 |
Communication Services | 7.170 | 6.184 |
Consumer Defensive | 3.870 | 7.358 |
Real Estate | 2.610 | 4.342 |
Utilities | 1.680 | 3.781 |
Number of long holdings: 39
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 11.15 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 6.92 | - | - | |
Fidelity Emerging Markets Sr A | - | 6.68 | - | - | |
Fidelity International Growth Invest Tr | - | 6.61 | - | - | |
Fidelity Emerg Tech Invt Tr | - | 6.59 | - | - | |
Fidelity Multi-Sector Bd | - | 5.84 | - | - | |
Fidelity US All Cap Series A | - | 4.86 | - | - | |
Fidelity Canadian Bond Sr A | - | 4.42 | - | - | |
Fidelity Glb Intrinsic Value Inv Tr Sr O | - | 4.17 | - | - | |
Fid Dev Intl Ma - Ser O | - | 3.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F8 | 14.84B | 9.46 | 5.69 | 7.27 | ||
Fidelity Global Balanced Portf F | 14.84B | 9.47 | 5.70 | 7.28 | ||
Fidelity Global Balanced Portfol B | 14.84B | 8.94 | 4.51 | 6.07 | ||
Fidelity Monthly Income Series F | 6.79B | 4.30 | 4.07 | 5.44 | ||
Fidelity Monthly Income Sr F5 | 6.79B | 4.00 | 3.97 | 5.41 |
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