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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.40 | 0.08 |
Shares | 99.68 | 99.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.50 | 14.33 |
Price to Book | 2.04 | 1.82 |
Price to Sales | 1.14 | 1.26 |
Price to Cash Flow | 5.75 | 6.01 |
Dividend Yield | 3.20 | 3.37 |
5 Years Earnings Growth | 6.92 | 11.47 |
Name | Net % | Category Average |
---|---|---|
Energy | 98.18 | 77.98 |
Industrials | 0.88 | 5.58 |
Utilities | 0.81 | 17.67 |
Basic Materials | 0.14 | 4.60 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 24.42 | 114.23 | -0.16% | |
Cenovus Energy Inc | CA15135U1093 | 6.09 | 26.78 | +1.09% | |
Schlumberger | AN8068571086 | 5.14 | 46.62 | +0.85% | |
Chevron | US1667641005 | 4.87 | 155.78 | -0.11% | |
Canadian Natural | CA1363851017 | 4.78 | 48.64 | +0.60% | |
Marathon Petroleum | US56585A1025 | 4.62 | 172.70 | -0.92% | |
Occidental | US6745991058 | 4.06 | 62.60 | -0.43% | |
Valero Energy | US91913Y1001 | 3.83 | 153.75 | +0.11% | |
Hess | US42809H1077 | 3.46 | 146.71 | -0.31% | |
ConocoPhillips | US20825C1045 | 3.38 | 113.21 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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