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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.650 | 21.960 | 5.310 |
Stocks | 18.470 | 18.470 | 0.000 |
Bonds | 64.680 | 65.760 | 1.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.160 | 0.280 | 0.120 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.750 | 16.523 |
Price to Book | 2.399 | 2.479 |
Price to Sales | 1.780 | 1.833 |
Price to Cash Flow | 10.644 | 9.616 |
Dividend Yield | 2.158 | 2.369 |
5 Years Earnings Growth | 12.717 | 9.993 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.010 | 21.860 |
Financial Services | 18.540 | 17.926 |
Industrials | 13.840 | 11.006 |
Consumer Cyclical | 12.290 | 10.529 |
Healthcare | 8.510 | 10.653 |
Communication Services | 7.070 | 4.901 |
Basic Materials | 6.550 | 4.615 |
Energy | 4.580 | 4.806 |
Consumer Defensive | 4.280 | 7.474 |
Utilities | 1.970 | 2.963 |
Real Estate | 1.350 | 3.266 |
Number of long holdings: 33
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 30.49 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 25.96 | - | - | |
Fidelity Series Emerging Markets Opps | - | 4.14 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 4.04 | - | - | |
Fidelity Series Short-Term Credit | - | 3.11 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.57 | - | - | |
Fidelity Series International Value | - | 1.66 | - | - | |
Fidelity Series International Growth | - | 1.66 | - | - | |
Fidelity Series Overseas | - | 1.64 | - | - | |
Fidelity Series International Sm Cap | - | 1.45 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 104.68B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 67.04B | 37.89 | 9.30 | 17.88 |
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