Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.24 | 4.15 | 3.91 |
Stocks | 98.14 | 98.19 | 0.05 |
Bonds | 1.39 | 2.42 | 1.03 |
Other | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.54 | 15.02 |
Price to Book | 2.25 | 1.83 |
Price to Sales | 1.28 | 1.17 |
Price to Cash Flow | 9.61 | 7.87 |
Dividend Yield | 1.32 | 1.63 |
5 Years Earnings Growth | 12.13 | 13.08 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.46 | 19.63 |
Technology | 18.67 | 14.63 |
Consumer Cyclical | 14.29 | 12.66 |
Healthcare | 13.00 | 11.41 |
Financial Services | 12.36 | 16.09 |
Energy | 4.68 | 5.80 |
Consumer Defensive | 4.65 | 4.32 |
Real Estate | 4.35 | 6.49 |
Basic Materials | 3.74 | 5.53 |
Communication Services | 2.14 | 2.20 |
Utilities | 1.65 | 2.84 |
Number of long holdings: 1,231
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Small Cap Index | - | 9.30 | - | - | |
Fidelity Advisor Small Cap Growth Z | - | 5.54 | - | - | |
Fidelity SAI Small-Mid Cap 500 Index | - | 4.79 | - | - | |
PIMCO StocksPLUS® Small Institutional | - | 1.85 | - | - | |
Fidelity SAI Real Estate Index | - | 0.85 | - | - | |
Alight Inc Class A | - | 0.57 | - | - | |
Atkore Inc | - | 0.53 | - | - | |
Chemed Corp | - | 0.53 | - | - | |
Berry Global Group Inc | - | 0.49 | - | - | |
Manhattan Associates Inc | - | 0.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 561.29B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 11.86B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 131.43B | 20.29 | 10.80 | 14.71 | ||
Fidelity Total Market Index Instl b | 94.94B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 64.48B | 12.34 | 9.59 | 12.55 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review