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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.76 | 3.76 | 0.00 |
Stocks | 8.71 | 8.71 | 0.00 |
Bonds | 1.04 | 1.04 | 0.00 |
Convertible | 81.73 | 81.73 | 0.00 |
Preferred | 4.75 | 4.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.15 | 19.15 |
Price to Book | 2.07 | 3.88 |
Price to Sales | 2.00 | 3.74 |
Price to Cash Flow | 7.39 | 12.39 |
Dividend Yield | 9.53 | 2.89 |
5 Years Earnings Growth | 18.64 | 10.10 |
Name | Net % | Category Average |
---|---|---|
Energy | 31.10 | 20.12 |
Utilities | 14.79 | 68.13 |
Technology | 12.32 | 26.49 |
Industrials | 12.25 | 12.25 |
Basic Materials | 10.22 | 12.34 |
Consumer Cyclical | 7.37 | 14.39 |
Communication Services | 5.54 | 11.19 |
Financial Services | 3.44 | 3.44 |
Healthcare | 2.96 | 25.64 |
Number of long holdings: 274
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corp Pl Pref | US0605056821 | 1.78 | 1,183.22 | +0.79% | |
DHT Holdings Inc | - | 1.66 | - | - | |
Palo Alto Networks Inc 0.375% | - | 1.41 | - | - | |
Royal Caribbean Group 6% | - | 1.32 | - | - | |
Uber Technologies Inc 0.875% | - | 1.29 | - | - | |
Wells Fargo Pref L | US9497468044 | 1.28 | 1,166.68 | +0.90% | |
Southern Co. 3.875% | - | 1.23 | - | - | |
Duke Energy Corp 4.125% | - | 1.23 | - | - | |
PG&E Corporation 4.25% | - | 1.20 | - | - | |
Wayfair Inc 0.625% | - | 1.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 8.61B | 2.82 | 5.87 | 4.20 | ||
Fidelity Advisor Floating Rate HiI | 2.15B | 2.81 | 5.83 | 4.16 | ||
Fidelity Freedom Income | 1.23B | -0.65 | -0.91 | 3.02 | ||
US3157966157 | 1.11B | 3.06 | 2.75 | - | ||
Fidelity China Region | 831.1M | 7.47 | -12.66 | 6.05 |
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