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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 5.65 | 5.30 |
Stocks | 68.87 | 68.87 | 0.00 |
Bonds | 30.74 | 30.76 | 0.02 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 17.56 |
Price to Book | 2.64 | 2.67 |
Price to Sales | 1.99 | 1.94 |
Price to Cash Flow | 11.75 | 11.28 |
Dividend Yield | 2.13 | 2.07 |
5 Years Earnings Growth | 10.19 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.99 | 22.51 |
Financial Services | 17.49 | 15.93 |
Consumer Cyclical | 11.04 | 10.92 |
Industrials | 10.57 | 11.22 |
Healthcare | 9.77 | 11.63 |
Communication Services | 7.80 | 7.25 |
Consumer Defensive | 5.81 | 5.94 |
Energy | 4.01 | 4.11 |
Basic Materials | 3.64 | 3.87 |
Utilities | 2.58 | 2.73 |
Real Estate | 2.30 | 3.89 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 41.24 | - | - | |
Fidelity Series Global ex US Index | - | 27.68 | - | - | |
Fidelity Series Bond Index | - | 20.77 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.75 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.28 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 1.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 362.15B | 0.65 | 3.88 | 1.56 | ||
US3160671075 | 235.47B | 0.66 | 3.91 | 1.60 | ||
US31617H8051 | 111.15B | 0.68 | 4.11 | - | ||
Fidelity US Bond Index Instl Prem | 62.16B | 2.74 | -0.43 | 1.48 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 |
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