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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.44 | 3.10 | 1.66 |
Stocks | 97.78 | 97.78 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.76 | 0.80 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.97 | 13.69 |
Price to Book | 1.70 | 1.75 |
Price to Sales | 1.27 | 1.28 |
Price to Cash Flow | 8.77 | 7.91 |
Dividend Yield | 3.01 | 3.18 |
5 Years Earnings Growth | 9.40 | 9.91 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.83 | 18.17 |
Industrials | 18.30 | 16.18 |
Technology | 12.91 | 12.96 |
Healthcare | 11.60 | 11.16 |
Consumer Cyclical | 10.72 | 10.96 |
Basic Materials | 7.67 | 7.06 |
Consumer Defensive | 6.86 | 9.44 |
Energy | 4.09 | 5.17 |
Communication Services | 3.52 | 5.26 |
Real Estate | 2.28 | 2.28 |
Utilities | 2.24 | 2.87 |
Number of long holdings: 238
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity SAI International Value Index | - | 12.64 | - | - | |
Fidelity Overseas | - | 10.63 | - | - | |
Fidelity SAI International Index | - | 8.94 | - | - | |
Fidelity SAI Intl Low Volatil Idx | - | 8.80 | - | - | |
Fidelity Advisor International Discv Z | - | 8.66 | - | - | |
Fidelity Diversified International | - | 7.79 | - | - | |
Fidelity International Capital Apprec | - | 6.63 | - | - | |
Fidelity SAI International Sm Cp Idx | - | 1.59 | - | - | |
MSCI EAFE Index Future Mar 24 | - | 1.35 | - | - | |
Fidelity SAI International Mtm Idx | - | 1.11 | - | - |
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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