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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.06 | 98.09 | 0.03 |
Bonds | 1.96 | 3.66 | 1.70 |
Other | 0.26 | 0.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.00 | 14.94 |
Price to Book | 2.14 | 1.84 |
Price to Sales | 1.22 | 1.17 |
Price to Cash Flow | 8.94 | 7.75 |
Dividend Yield | 1.46 | 1.66 |
5 Years Earnings Growth | 12.04 | 12.98 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.92 | 19.73 |
Technology | 19.15 | 14.68 |
Consumer Cyclical | 14.13 | 12.62 |
Healthcare | 13.35 | 11.35 |
Financial Services | 12.13 | 15.96 |
Consumer Defensive | 4.91 | 4.36 |
Real Estate | 4.58 | 6.43 |
Energy | 4.28 | 5.71 |
Basic Materials | 3.58 | 5.38 |
Communication Services | 2.35 | 2.21 |
Utilities | 1.61 | 2.83 |
Number of long holdings: 1,220
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Small Cap Index | - | 9.17 | - | - | |
Fidelity Advisor Small Cap Growth Z | - | 5.57 | - | - | |
Fidelity SAI Small-Mid Cap 500 Index | - | 4.58 | - | - | |
PIMCO StocksPLUS® Small Institutional | - | 1.86 | - | - | |
Fidelity SAI Real Estate Index | - | 0.87 | - | - | |
Alight Inc Class A | - | 0.56 | - | - | |
Chemed | US16359R1032 | 0.56 | 565.23 | -0.55% | |
Atkore Intl | US0476491081 | 0.53 | 151.86 | -1.13% | |
Manhattan Associates | US5627501092 | 0.49 | 228.78 | +1.37% | |
Berry Global | US08579W1036 | 0.48 | 60.68 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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