| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.34 | 0.0 | 7.34 |
| Stocks | 44.26 | 0.0 | 44.26 |
| Bonds | 26.0 | 0.0 | 26.0 |
| Other | 3.01 | 0.0 | 3.01 |
| Foreign Bonds | 3.03 | 0.0 | 3.03 |
| Foreign Stocks | 15.62 | 0.0 | 15.62 |
| Convertible | 0.38 | 0.0 | 0.38 |
| Preferred | 0.37 | 0.0 | 0.37 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Fidelity Total Bond | 15.45 |
| Fidelity Series Broad Market Opps | 11.39 |
| Fidelity Advisor Intl Discovery I | 11.33 |
| Fidelity Equity-Income | 9.99 |
| Fidelity Disciplined Equity | 7.57 |
| Fidelity Advisor Mid Cap II I | 6.97 |
| Fidelity Series 100 Index | 6.49 |
| Fidelity Blue Chip Growth | 6.47 |
| Fidelity Strategic Real Return | 5.16 |
| Fidelity Government Income | 5.16 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | FIIWX |
|---|---|
| AAA | 59.3 |
| AA | 2.73 |
| A | 7.21 |
| BBB | 9.71 |
| BB | 6.14 |
| B | 8.96 |
| Below B | 2.95 |
| Other | 3.0 |
