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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.10 | 3.45 | 1.35 |
Stocks | 96.77 | 96.77 | 0.00 |
Bonds | 0.09 | 0.09 | 0.00 |
Other | 1.04 | 1.06 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.80 | 13.73 |
Price to Book | 1.69 | 1.75 |
Price to Sales | 1.21 | 1.28 |
Price to Cash Flow | 8.21 | 7.95 |
Dividend Yield | 3.12 | 3.17 |
5 Years Earnings Growth | 9.62 | 9.90 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.95 | 18.21 |
Industrials | 17.93 | 16.20 |
Technology | 14.03 | 12.98 |
Healthcare | 11.85 | 11.17 |
Consumer Cyclical | 11.07 | 10.90 |
Consumer Defensive | 7.91 | 9.42 |
Basic Materials | 6.96 | 7.04 |
Energy | 4.55 | 5.15 |
Communication Services | 3.95 | 5.29 |
Utilities | 2.13 | 2.86 |
Real Estate | 1.66 | 2.27 |
Number of long holdings: 880
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity SAI Intl Low Volatil Idx | - | 4.94 | - | - | |
Fidelity Advisor International Discv Z | - | 4.50 | - | - | |
Artisan International Value Investor | - | 4.50 | - | - | |
Fidelity Overseas | - | 3.78 | - | - | |
Fidelity SAI Japan Stock Index | - | 2.93 | - | - | |
Fidelity SAI International Value Index | - | 2.81 | - | - | |
Oakmark International Investor | - | 2.79 | - | - | |
Fidelity Diversified International | - | 2.69 | - | - | |
iShares MSCI EAFE Value | US4642888774 | 2.21 | 54.98 | +0.76% | |
JPMorgan International Rsrch Enh Eq ETF | - | 2.20 | - | - |
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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