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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.260 | 22.930 | 9.670 |
Shares | 17.820 | 17.820 | 0.000 |
Bonds | 68.770 | 69.580 | 0.810 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.250 | 0.130 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.748 | 16.331 |
Price to Book | 2.376 | 2.457 |
Price to Sales | 1.812 | 1.814 |
Price to Cash Flow | 10.498 | 9.534 |
Dividend Yield | 2.146 | 2.362 |
5 Years Earnings Growth | 12.963 | 10.053 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.600 | 21.826 |
Financial Services | 18.860 | 17.949 |
Industrials | 13.610 | 10.968 |
Consumer Cyclical | 11.700 | 10.453 |
Healthcare | 8.760 | 10.824 |
Communication Services | 6.780 | 4.783 |
Basic Materials | 6.500 | 4.636 |
Energy | 4.920 | 4.841 |
Consumer Defensive | 4.140 | 7.521 |
Utilities | 1.820 | 2.939 |
Real Estate | 1.320 | 3.263 |
Number of long holdings: 33
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 31.92 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 25.51 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.16 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 3.98 | - | - | |
Fidelity Series Short-Term Credit | - | 3.08 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.67 | - | - | |
Fidelity Series International Growth | - | 1.63 | - | - | |
Fidelity Series Overseas | - | 1.62 | - | - | |
Fidelity Series International Value | - | 1.62 | - | - | |
Fidelity Series International Sm Cap | - | 1.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
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