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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.970 | 13.350 | 6.380 |
Stocks | 22.700 | 22.700 | 0.000 |
Bonds | 70.120 | 71.510 | 1.390 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.170 | 0.330 | 0.160 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.285 | 17.007 |
Price to Book | 2.479 | 2.443 |
Price to Sales | 1.839 | 1.823 |
Price to Cash Flow | 9.884 | 10.576 |
Dividend Yield | 2.121 | 2.548 |
5 Years Earnings Growth | 12.075 | 10.281 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.360 | 22.060 |
Financial Services | 19.230 | 16.055 |
Industrials | 14.020 | 11.066 |
Consumer Cyclical | 11.320 | 10.644 |
Healthcare | 8.850 | 11.165 |
Communication Services | 7.040 | 7.114 |
Basic Materials | 6.270 | 3.904 |
Energy | 4.430 | 4.171 |
Consumer Defensive | 4.100 | 5.790 |
Utilities | 2.030 | 3.043 |
Real Estate | 1.350 | 4.990 |
Number of long holdings: 34
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 41.82 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 20.51 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.12 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.01 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.52 | - | - | |
Fidelity Series International Growth | - | 2.06 | - | - | |
Fidelity Series Overseas | - | 2.03 | - | - | |
Fidelity Series International Value | - | 2.03 | - | - | |
Fidelity Series Growth Company | - | 1.81 | - | - | |
Fidelity Series Large Cap Stock | - | 1.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.8B | 0.72 | 7.13 | 4.71 | ||
Fidelity Advisor Floating Rate HiI | 2.49B | 0.72 | 7.10 | 4.66 | ||
Fidelity Convertible Securities | 2.16B | 0.09 | 4.35 | 8.17 | ||
US3157966157 | 1.62B | 3.14 | 7.51 | - | ||
Fidelity Freedom Income | 1.3B | 2.66 | 1.89 | 3.40 |
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