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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.10 | 98.13 | 0.03 |
Bonds | 2.01 | 3.75 | 1.74 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.96 | 14.82 |
Price to Book | 2.09 | 1.83 |
Price to Sales | 1.15 | 1.16 |
Price to Cash Flow | 8.11 | 7.69 |
Dividend Yield | 1.56 | 1.68 |
5 Years Earnings Growth | 10.95 | 12.82 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.78 | 19.67 |
Technology | 19.11 | 14.68 |
Consumer Cyclical | 13.76 | 12.58 |
Healthcare | 13.24 | 11.37 |
Financial Services | 12.50 | 16.02 |
Consumer Defensive | 4.95 | 4.35 |
Real Estate | 4.70 | 6.48 |
Energy | 4.40 | 5.67 |
Basic Materials | 3.51 | 5.36 |
Communication Services | 2.42 | 2.23 |
Utilities | 1.63 | 2.84 |
Number of long holdings: 1,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Small Cap Index | - | 8.35 | - | - | |
Fidelity Advisor Small Cap Growth Z | - | 5.51 | - | - | |
Fidelity SAI Small-Mid Cap 500 Index | - | 4.48 | - | - | |
PIMCO StocksPLUS® Small Institutional | - | 1.90 | - | - | |
Fidelity SAI Real Estate Index | - | 0.92 | - | - | |
Alight Inc Class A | - | 0.61 | - | - | |
Berry Global | US08579W1036 | 0.55 | 58.86 | +0.82% | |
Chemed | US16359R1032 | 0.53 | 561.65 | +0.36% | |
Manhattan Associates | US5627501092 | 0.51 | 210.76 | +0.92% | |
Atkore Intl | US0476491081 | 0.51 | 176.25 | +0.56% |
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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