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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 0.33 | 0.00 |
Stocks | 99.67 | 99.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.83 | 12.08 |
Price to Book | 1.60 | 1.46 |
Price to Sales | 2.12 | 2.28 |
Price to Cash Flow | 13.67 | 74.58 |
Dividend Yield | 2.60 | 2.81 |
5 Years Earnings Growth | 14.82 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.16 | 93.90 |
Technology | 2.98 | 7.35 |
Industrials | 1.26 | 3.74 |
Consumer Cyclical | 0.60 | 0.90 |
Number of long holdings: 66
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard Inc Class A | - | 9.71 | - | - | |
Wells Fargo & Co | - | 7.89 | - | - | |
Bank of America | US0605051046 | 5.60 | 38.45 | +0.43% | |
Reinsurance Group of America Inc | - | 4.00 | - | - | |
Citigroup Inc | - | 3.20 | - | - | |
Chubb | CH0044328745 | 3.17 | 254.89 | +0.33% | |
Morgan Stanley | - | 2.50 | - | - | |
Apollo Global Management Inc Class A | - | 2.46 | - | - | |
Marsh & McLennan Companies Inc | - | 2.11 | - | - | |
Moody's Corporation | - | 2.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
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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