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SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

14.52 Down 0.13(0.89%) Apr 28

Holdings as of Dec 30, 2015Get Holdings for:
Overall Portfolio Composition (%) 
Cash:10.66
Stocks:65.86
Bonds:22.85
Other:0.17
Top 10 Holdings (99.59% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Fidelity Global Asset Allocation Sr AN/A99.59N/A
Equity Holdings 
AveragesSWESSFIDELIT.TOCategory Avg
Price/Earnings16.4916.24
Price/Book1.881.85
Price/Sales1.301.38
Price/Cashflow7.596.64
Median Market Cap59.05K28.19K
3 Year Earnings Growth8.59%9.87%
Sector Weightings (%)  
Sector SWESSFIDELIT.TOCategory Avg
Basic Materials
 
4.745.05
Consumer Cyclical
 
10.0711.50
Financial Services
 
19.1720.73
Realestate
 
2.823.54
Consumer Defensive
 
8.459.91
Healthcare
 
13.939.39
Utilities
 
1.972.48
Communication Services
 
8.064.58
Energy
 
7.288.65
Industrials
 
11.1712.82
Technology
 
12.3511.36
Bond Ratings (%)  
SectorSWESSFIDELIT.TOCategory Avg
US GOVERNMENTN/AN/A
AAA7.33N/A
AA0.64N/A
A3.06N/A
BBB6.51N/A
BB3.29N/A
B0.44N/A
BELOW B0.00N/A
OTHER12.69N/A
Bond Holdings 
AveragesSWESSFIDELIT.TOCategory Avg
MaturityN/AN/A
DurationN/AN/A
Credit QualityNaNN/A