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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 4.03 | 3.70 |
Stocks | 85.19 | 85.19 | 0.00 |
Bonds | 14.43 | 14.44 | 0.01 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.29 | 17.56 |
Price to Book | 2.55 | 2.78 |
Price to Sales | 1.89 | 1.95 |
Price to Cash Flow | 11.35 | 11.41 |
Dividend Yield | 2.16 | 2.04 |
5 Years Earnings Growth | 11.11 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 21.21 |
Financial Services | 16.60 | 15.69 |
Industrials | 11.28 | 11.64 |
Healthcare | 11.16 | 11.90 |
Consumer Cyclical | 10.57 | 9.87 |
Communication Services | 7.44 | 7.27 |
Consumer Defensive | 5.95 | 6.69 |
Basic Materials | 3.93 | 3.78 |
Energy | 3.68 | 5.47 |
Real Estate | 2.72 | 4.36 |
Utilities | 2.71 | 3.24 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity 500 Index | - | 41.96 | - | - | |
Fidelity International Index | - | 23.14 | - | - | |
Fidelity Extended Market Index | - | 10.80 | - | - | |
Fidelity Emerging Markets Idx | - | 9.36 | - | - | |
Fidelity U.S. Bond Index | - | 6.84 | - | - | |
Fidelity Long-Term Trs Bd Index | - | 4.92 | - | - | |
Fidelity International Bond Index | - | 2.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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