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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.51 | 3.51 | 0.00 |
Stocks | 96.49 | 96.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.42 | 15.25 |
Price to Book | 1.89 | 1.73 |
Price to Sales | 1.61 | 1.75 |
Price to Cash Flow | 5.67 | 7.05 |
Dividend Yield | 3.96 | 3.67 |
5 Years Earnings Growth | 6.32 | 7.25 |
Name | Net % | Category Average |
---|---|---|
Utilities | 73.57 | 87.96 |
Communication Services | 25.82 | 5.81 |
Technology | 0.61 | 0.96 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.10 | 76.70 | -0.45% | |
Verizon | US92343V1044 | 9.75 | 41.33 | -0.06% | |
AT&T | US00206R1023 | 8.74 | 18.28 | -0.11% | |
PG E | US69331C1080 | 7.58 | 18.21 | -0.05% | |
Constellation Energy Corp | - | 6.70 | - | - | |
Vistra Energy | US92840M1027 | 6.21 | 86.26 | -6.24% | |
Edison | US2810201077 | 4.86 | 74.50 | -1.23% | |
T-Mobile US | US8725901040 | 4.83 | 179.75 | -0.29% | |
Southern | US8425871071 | 4.80 | 78.65 | -0.97% | |
Sempra Energy | US8168511090 | 4.68 | 75.99 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
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