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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.29 | 1.29 | 0.00 |
Stocks | 98.71 | 98.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 15.35 |
Price to Book | 1.67 | 2.42 |
Price to Sales | 1.05 | 1.63 |
Price to Cash Flow | 6.07 | 10.17 |
Dividend Yield | 3.11 | 2.60 |
5 Years Earnings Growth | 6.98 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.11 | 20.55 |
Healthcare | 17.79 | 15.26 |
Technology | 13.43 | 12.47 |
Industrials | 11.67 | 11.94 |
Consumer Cyclical | 8.23 | 6.48 |
Communication Services | 7.65 | 5.48 |
Consumer Defensive | 5.68 | 8.43 |
Energy | 3.76 | 8.46 |
Basic Materials | 3.66 | 3.93 |
Utilities | 2.75 | 5.00 |
Real Estate | 2.25 | 3.60 |
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 | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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