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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 4.94 | 4.71 |
Stocks | 71.37 | 71.37 | 0.00 |
Bonds | 28.36 | 28.41 | 0.05 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 17.42 |
Price to Book | 2.53 | 2.58 |
Price to Sales | 1.84 | 1.81 |
Price to Cash Flow | 11.27 | 10.88 |
Dividend Yield | 2.15 | 2.09 |
5 Years Earnings Growth | 10.89 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.26 | 21.72 |
Financial Services | 16.25 | 15.04 |
Healthcare | 11.17 | 12.46 |
Industrials | 11.16 | 11.64 |
Consumer Cyclical | 10.82 | 10.89 |
Communication Services | 7.16 | 6.74 |
Consumer Defensive | 6.26 | 6.22 |
Energy | 4.69 | 4.60 |
Basic Materials | 4.34 | 4.24 |
Real Estate | 2.49 | 3.98 |
Utilities | 2.40 | 2.47 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 42.94 | - | - | |
Fidelity Series Global ex US Index | - | 28.50 | - | - | |
Fidelity Series Bond Index | - | 19.11 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 4.84 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.00 | - | - | |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | - | 0.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 300.33B | 1.66 | 2.57 | 1.18 | ||
US3160671075 | 218.18B | 1.64 | 2.59 | 1.21 | ||
US31617H8051 | 98.82B | 1.72 | 2.76 | - | ||
Fidelity US Bond Index Instl Prem | 56.54B | -3.19 | -3.56 | 1.18 | ||
Strategic Advisers Core Income | 44.11B | -2.90 | -3.41 | 1.64 |
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