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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.61 | 47.62 | 0.01 |
Bonds | 54.28 | 55.42 | 1.14 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.19 | 0.26 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 17.56 |
Price to Book | 2.61 | 2.45 |
Price to Sales | 1.82 | 1.73 |
Price to Cash Flow | 10.98 | 10.06 |
Dividend Yield | 1.90 | 2.25 |
5 Years Earnings Growth | 12.42 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.30 | 19.82 |
Financial Services | 18.00 | 15.04 |
Industrials | 13.69 | 11.38 |
Consumer Cyclical | 10.19 | 10.71 |
Healthcare | 10.19 | 12.63 |
Communication Services | 7.04 | 6.54 |
Basic Materials | 5.57 | 4.44 |
Energy | 5.49 | 4.80 |
Consumer Defensive | 4.41 | 6.88 |
Utilities | 1.75 | 3.08 |
Real Estate | 1.37 | 4.70 |
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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