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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.72 | 47.73 | 0.01 |
Bonds | 54.71 | 55.38 | 0.67 |
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 | 17.59 | 17.54 |
Price to Book | 2.61 | 2.45 |
Price to Sales | 1.82 | 1.73 |
Price to Cash Flow | 11.23 | 10.06 |
Dividend Yield | 1.91 | 2.25 |
5 Years Earnings Growth | 12.22 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.58 | 19.91 |
Financial Services | 17.84 | 15.05 |
Industrials | 13.17 | 11.41 |
Consumer Cyclical | 11.17 | 10.73 |
Healthcare | 9.79 | 12.59 |
Communication Services | 6.85 | 6.57 |
Basic Materials | 5.69 | 4.40 |
Energy | 5.47 | 4.80 |
Consumer Defensive | 4.56 | 6.82 |
Utilities | 1.60 | 3.07 |
Real Estate | 1.26 | 4.68 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 27.54 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 7.49 | - | - | |
Fidelity Series Emerging Markets Opps | - | 6.76 | - | - | |
Fidelity Series Growth Company | - | 4.56 | - | - | |
Fidelity Series Large Cap Stock | - | 4.36 | - | - | |
Fidelity Series International Value | - | 4.24 | - | - | |
Fidelity Series Overseas | - | 4.15 | - | - | |
Fidelity Series International Growth | - | 4.15 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.04 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.75 | - | - |
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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