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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.980 | 21.000 | 6.020 |
Shares | 17.220 | 17.220 | 0.000 |
Bonds | 67.560 | 68.580 | 1.020 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.210 | 0.290 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.895 | 16.314 |
Price to Book | 2.329 | 2.401 |
Price to Sales | 1.825 | 1.784 |
Price to Cash Flow | 10.363 | 9.209 |
Dividend Yield | 2.195 | 2.422 |
5 Years Earnings Growth | 10.573 | 9.490 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.350 | 18.759 |
Technology | 19.770 | 20.824 |
Industrials | 15.150 | 11.326 |
Consumer Cyclical | 11.660 | 10.769 |
Healthcare | 7.590 | 10.449 |
Communication Services | 7.400 | 4.921 |
Basic Materials | 6.010 | 4.575 |
Energy | 4.250 | 4.770 |
Consumer Defensive | 3.800 | 7.448 |
Utilities | 1.680 | 2.934 |
Real Estate | 1.340 | 3.228 |
Number of long holdings: 33
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Investment Grade Bond | - | 32.70 | - | - | |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | - | 23.61 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 5.03 | - | - | |
Fidelity Series Emerging Markets Opps | - | 3.45 | - | - | |
Fidelity Series Short-Term Credit | - | 3.12 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 2.63 | - | - | |
Fidelity Series International Value | - | 1.78 | - | - | |
Fidelity Series Overseas | - | 1.71 | - | - | |
Fidelity Series International Growth | - | 1.64 | - | - | |
Fidelity Series International Sm Cap | - | 1.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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