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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 3.99 | 3.69 |
Stocks | 85.66 | 85.66 | 0.00 |
Bonds | 13.98 | 13.98 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.78 | 17.31 |
Price to Book | 2.37 | 2.66 |
Price to Sales | 1.67 | 1.79 |
Price to Cash Flow | 10.45 | 10.83 |
Dividend Yield | 2.25 | 2.11 |
5 Years Earnings Growth | 11.09 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.95 | 20.54 |
Financial Services | 15.82 | 15.22 |
Healthcare | 11.77 | 12.75 |
Industrials | 11.16 | 11.68 |
Consumer Cyclical | 10.83 | 10.05 |
Communication Services | 7.16 | 7.06 |
Consumer Defensive | 6.48 | 6.76 |
Basic Materials | 4.32 | 3.98 |
Energy | 4.26 | 5.64 |
Real Estate | 2.81 | 4.40 |
Utilities | 2.45 | 2.96 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity 500 Index | - | 41.76 | - | - | |
Fidelity International Index | - | 23.67 | - | - | |
Fidelity Extended Market Index | - | 10.23 | - | - | |
Fidelity Emerging Markets Idx | - | 10.05 | - | - | |
Fidelity U.S. Bond Index | - | 6.67 | - | - | |
Fidelity Long-Term Trs Bd Index | - | 4.71 | - | - | |
Fidelity International Bond Index | - | 2.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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