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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 4.28 | 3.98 |
Shares | 85.27 | 85.27 | 0.00 |
Bonds | 14.38 | 14.38 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.50 | 17.36 |
Price to Book | 2.47 | 2.66 |
Price to Sales | 1.78 | 1.79 |
Price to Cash Flow | 11.03 | 10.85 |
Dividend Yield | 2.16 | 2.10 |
5 Years Earnings Growth | 10.92 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.24 | 20.54 |
Financial Services | 15.75 | 15.23 |
Healthcare | 11.58 | 12.68 |
Industrials | 11.39 | 11.71 |
Consumer Cyclical | 11.23 | 10.06 |
Communication Services | 7.07 | 7.06 |
Consumer Defensive | 6.28 | 6.75 |
Basic Materials | 4.26 | 3.99 |
Energy | 4.14 | 5.69 |
Real Estate | 2.71 | 4.40 |
Utilities | 2.35 | 2.94 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity 500 Index | - | 41.22 | - | - | |
Fidelity International Index | - | 24.09 | - | - | |
Fidelity Extended Market Index | - | 10.08 | - | - | |
Fidelity Emerging Markets Idx | - | 9.93 | - | - | |
Fidelity U.S. Bond Index | - | 6.83 | - | - | |
Fidelity Long-Term Trs Bd Index | - | 4.88 | - | - | |
Fidelity International Bond Index | - | 2.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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