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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.35 | 3.25 | 0.90 |
Shares | 96.53 | 96.53 | 0.00 |
Bonds | 0.09 | 0.09 | 0.00 |
Other | 1.03 | 1.05 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.44 | 13.81 |
Price to Book | 1.75 | 1.76 |
Price to Sales | 1.30 | 1.30 |
Price to Cash Flow | 8.89 | 8.03 |
Dividend Yield | 3.07 | 3.17 |
5 Years Earnings Growth | 9.26 | 9.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.41 | 18.25 |
Industrials | 17.99 | 16.21 |
Technology | 14.19 | 12.98 |
Healthcare | 11.69 | 11.14 |
Consumer Cyclical | 10.93 | 10.87 |
Consumer Defensive | 7.65 | 9.41 |
Basic Materials | 6.94 | 7.04 |
Energy | 4.59 | 5.18 |
Communication Services | 3.82 | 5.31 |
Utilities | 2.13 | 2.85 |
Real Estate | 1.65 | 2.25 |
Number of long holdings: 920
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity SAI Intl Low Volatil Idx | - | 4.84 | - | - | |
Fidelity Advisor International Discv Z | - | 4.50 | - | - | |
Artisan International Value Investor | - | 4.42 | - | - | |
Fidelity Overseas | - | 3.74 | - | - | |
Fidelity SAI Japan Stock Index | - | 2.90 | - | - | |
Fidelity SAI International Value Index | - | 2.84 | - | - | |
Oakmark International Investor | - | 2.76 | - | - | |
Fidelity Diversified International | - | 2.67 | - | - | |
iShares MSCI EAFE Value ETF | - | 2.21 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 2.18 | - | - |
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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