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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.29 | 1.29 | 0.00 |
Shares | 98.71 | 98.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 15.20 |
Price to Book | 1.67 | 2.41 |
Price to Sales | 1.05 | 1.62 |
Price to Cash Flow | 6.07 | 10.08 |
Dividend Yield | 3.11 | 2.62 |
5 Years Earnings Growth | 6.98 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.11 | 20.49 |
Healthcare | 17.79 | 15.36 |
Technology | 13.43 | 12.49 |
Industrials | 11.67 | 11.90 |
Consumer Cyclical | 8.23 | 6.48 |
Communication Services | 7.65 | 5.50 |
Consumer Defensive | 5.68 | 8.47 |
Energy | 3.76 | 8.35 |
Basic Materials | 3.66 | 3.92 |
Utilities | 2.75 | 5.03 |
Real Estate | 2.25 | 3.61 |
Number of long holdings: 413
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® SAI US LowVolatility Idx | - | 4.12 | - | - | |
JPMorgan Chase & Co | - | 2.59 | - | - | |
Bank of America Corp | - | 2.51 | - | - | |
Verizon Communications Inc | - | 2.35 | - | - | |
Pfizer Inc | - | 1.99 | - | - | |
Intel Corp | - | 1.86 | - | - | |
Merck & Co Inc | - | 1.74 | - | - | |
AT&T Inc | - | 1.64 | - | - | |
Johnson & Johnson | - | 1.57 | - | - | |
Fidelity® SAI US Value Index | - | 1.57 | - | - |
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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