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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.52 | 0.14 |
Stocks | 97.64 | 97.64 | 0.00 |
Bonds | 0.06 | 0.06 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.77 | 0.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.30 | 23.93 |
Price to Book | 3.35 | 4.52 |
Price to Sales | 2.19 | 3.29 |
Price to Cash Flow | 12.74 | 15.86 |
Dividend Yield | 1.52 | 1.24 |
5 Years Earnings Growth | 8.51 | 12.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.23 | 26.71 |
Healthcare | 25.44 | 16.43 |
Industrials | 18.80 | 11.86 |
Financial Services | 13.08 | 13.50 |
Consumer Cyclical | 6.93 | 12.47 |
Utilities | 6.44 | 2.34 |
Communication Services | 1.59 | 7.94 |
Basic Materials | 1.50 | 4.29 |
Number of long holdings: 372
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.97 | 416.07 | +0.62% | |
Taiwan Semicon | TW0002330008 | 3.70 | 839.00 | 0.00% | |
Boston Scientific | US1011371077 | 3.49 | 75.92 | +0.55% | |
SSE | GB0007908733 | 3.34 | 1,793.50 | +0.90% | |
UnitedHealth | US91324P1021 | 3.33 | 505.49 | +1.62% | |
Renaissancere | BMG7496G1033 | 2.95 | 224.43 | -0.16% | |
Nutanix | US67059N1081 | 2.88 | 53.99 | +1.82% | |
NextEra Energy | US65339F1012 | 2.87 | 77.15 | -0.72% | |
ICON PLC | IE0005711209 | 2.84 | 318.08 | -1.67% | |
Salesforce Inc | US79466L3024 | 2.69 | 234.86 | -0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.74M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.37B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.63M | 8.96 | 11.83 | 15.30 | ||
Fidelity Index US Fund P Accumulati | 3.7B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 112.35M | 4.83 | 9.63 | 10.44 |
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