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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.45 | 3.85 | 0.40 |
Shares | 24.50 | 24.50 | 0.00 |
Bonds | 54.84 | 54.84 | 0.00 |
Preferred | 2.33 | 2.33 | 0.00 |
Other | 14.88 | 14.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 17.25 |
Price to Book | 1.74 | 2.66 |
Price to Sales | 1.15 | 1.91 |
Price to Cash Flow | 8.69 | 11.11 |
Dividend Yield | 3.65 | 2.47 |
5 Years Earnings Growth | 5.61 | 10.15 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 35.69 | 5.92 |
Basic Materials | 26.55 | 3.75 |
Energy | 25.31 | 5.83 |
Consumer Defensive | 5.89 | 7.18 |
Industrials | 2.88 | 10.64 |
Utilities | 2.25 | 3.91 |
Consumer Cyclical | 0.68 | 9.10 |
Communication Services | 0.65 | 6.68 |
Technology | 0.11 | 19.65 |
Number of long holdings: 978
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Garrison Str Tr | - | 14.88 | - | - | |
United States Treasury Notes 0.5% | - | 1.15 | - | - | |
United States Treasury Notes 1.875% | - | 0.99 | - | - | |
Exxon Mobil | US30231G1022 | 0.97 | 109.91 | -0.79% | |
Prologis | US74340W1036 | 0.91 | 108.80 | -0.84% | |
United States Treasury Notes 0.375% | - | 0.91 | - | - | |
United States Treasury Notes 0.125% | - | 0.91 | - | - | |
United States Treasury Notes 1.75% | - | 0.89 | - | - | |
United States Treasury Notes 2.125% | - | 0.89 | - | - | |
United States Treasury Notes 0.75% | - | 0.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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