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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.920 | 8.010 | 0.090 |
Stocks | 92.030 | 93.300 | 1.270 |
Bonds | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.003 | 17.568 |
Price to Book | 2.655 | 2.680 |
Price to Sales | 1.559 | 1.818 |
Price to Cash Flow | 8.438 | 10.481 |
Dividend Yield | 3.252 | 2.541 |
5 Years Earnings Growth | 7.083 | 11.208 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.520 | 14.465 |
Industrials | 22.550 | 15.300 |
Consumer Defensive | 11.730 | 8.384 |
Healthcare | 11.380 | 14.868 |
Technology | 9.610 | 20.800 |
Utilities | 6.170 | 5.947 |
Communication Services | 4.600 | 7.044 |
Consumer Cyclical | 4.070 | 11.093 |
Basic Materials | 2.370 | 6.147 |
Real Estate | 2.000 | 2.378 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Global Dividend Fund A ACC | GB00B7FQHJ97 | 96.19 | 3.70 | +0.46% | |
Fidelity J-REIT Active Fund | JP90C0008SY6 | 1.90 | 5,883.000 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000JW79 | 863.52B | 15.27 | 18.40 | - | ||
Fidelity US REIT Fund B UnHedged | 771.72B | 12.24 | 11.03 | 9.99 | ||
Fidelity Japan Growth Equity Fund | 535.68B | 10.56 | 5.20 | 9.18 | ||
JP90C000MMG1 | 267.45B | 15.08 | - | - | ||
Fidelity US Blue Chip Fund | 144.3B | 22.66 | 19.10 | 14.89 |
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