Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.76 | 99.76 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.27 | 18.43 |
Price to Book | 3.51 | 3.64 |
Price to Sales | 1.31 | 1.32 |
Price to Cash Flow | 13.03 | 13.19 |
Dividend Yield | 3.06 | 2.91 |
5 Years Earnings Growth | 6.74 | 7.05 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 95.86 | 94.99 |
Industrials | 3.68 | 3.25 |
Healthcare | 0.25 | 0.25 |
Consumer Cyclical | 0.21 | 2.16 |
Number of long holdings: 36
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
P&G | US7427181091 | 14.32 | 161.72 | +0.37% | |
Coca-Cola | US1912161007 | 12.04 | 62.42 | -0.46% | |
Keurig Dr Pepper | US49271V1008 | 9.87 | 31.71 | +0.28% | |
Walmart | US9311421039 | 7.82 | 93.08 | +1.24% | |
Constellation Brands A | US21036P1084 | 4.86 | 183.08 | -0.67% | |
Estee Lauder | US5184391044 | 4.81 | 78.82 | +1.23% | |
Kenvue | US49177J1025 | 4.23 | 20.80 | -1.42% | |
JM Smucker | US8326964058 | 3.90 | 103.44 | +1.27% | |
Energizer | US29272W1099 | 3.67 | 35.10 | -0.45% | |
Monster Beverage | US61174X1090 | 3.66 | 49.22 | -0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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