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De College Investment Plan Active College Portfolio (0P0000O5M5)

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25.790 -0.080    -0.31%
07/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 93.99M
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
DE College Investment Plan College Portfolio 25.790 -0.080 -0.31%

0P0000O5M5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the DE College Investment Plan College Portfolio (0P0000O5M5) fund. Our DE College Investment Plan College Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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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

 Style Box

Value & Growth Measures

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

Sector Allocation

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

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

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 - -

Top Equity Funds by Fidelity Investments

  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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