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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 2.50 | 2.35 |
Stocks | 90.16 | 90.16 | 0.00 |
Bonds | 9.64 | 9.64 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 17.39 |
Price to Book | 2.53 | 2.59 |
Price to Sales | 1.84 | 1.81 |
Price to Cash Flow | 11.27 | 10.88 |
Dividend Yield | 2.16 | 2.07 |
5 Years Earnings Growth | 10.83 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.42 | 22.15 |
Financial Services | 16.10 | 15.00 |
Healthcare | 11.27 | 12.57 |
Industrials | 11.06 | 11.53 |
Consumer Cyclical | 11.01 | 11.03 |
Communication Services | 7.14 | 6.66 |
Consumer Defensive | 6.33 | 6.25 |
Energy | 4.52 | 4.52 |
Basic Materials | 4.26 | 4.26 |
Real Estate | 2.53 | 3.59 |
Utilities | 2.36 | 2.44 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 54.23 | - | - | |
Fidelity Series Global ex US Index | - | 36.00 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.88 | - | - | |
Fidelity Series Bond Index | - | 3.90 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.97 | - | - |
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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