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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.600 | 5.930 | 0.330 |
Stocks | 66.510 | 69.620 | 3.110 |
Bonds | 4.780 | 4.780 | 0.000 |
Convertible | 1.050 | 1.050 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 21.980 | 21.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.515 | 17.875 |
Price to Book | 2.655 | 2.840 |
Price to Sales | 1.823 | 1.851 |
Price to Cash Flow | 11.144 | 11.520 |
Dividend Yield | 1.728 | 2.127 |
5 Years Earnings Growth | 12.179 | 11.136 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.340 | 18.021 |
Financial Services | 16.540 | 18.498 |
Industrials | 14.860 | 13.523 |
Consumer Cyclical | 10.890 | 10.761 |
Energy | 8.050 | 6.500 |
Basic Materials | 7.720 | 4.833 |
Communication Services | 7.490 | 5.994 |
Healthcare | 7.350 | 10.993 |
Consumer Defensive | 3.930 | 8.271 |
Real Estate | 2.220 | 2.605 |
Utilities | 1.600 | 2.608 |
Number of long holdings: 27
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 17.51 | - | - | |
Glb Innovator Invt Tr - O | - | 11.22 | - | - | |
Fidelity International Growth Invest Tr | - | 9.63 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 7.90 | - | - | |
Fidelity Emerging Markets Sr A | - | 7.02 | - | - | |
Fidelity US All Cap Series A | - | 5.05 | - | - | |
Intl Eq Investment Tr - O | - | 4.95 | - | - | |
Fidelity Glb Intrinsic Value Inv Tr Sr O | - | 4.81 | - | - | |
Fidelity Canadian Fdmtl Eq MA Bs O | - | 4.65 | - | - | |
Fidelity Canadian Opportunities Sr A | - | 4.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 13.33B | 31.81 | 13.88 | - | ||
Fidelity Greater Canada Sr A | 6.27B | 4.95 | 8.23 | 13.34 | ||
Fidelity Greater Canada Sr B | 6.27B | 5.04 | 8.47 | 13.57 | ||
Fidelity Greater Canada Sr F | 6.27B | 5.56 | 9.74 | 14.91 | ||
Fidelity Emerging Markets B | 4.71B | 9.87 | -2.89 | 6.16 |
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