Institutional Stock & Mutual Fund Ownership: 88.0%
Institutional Share Purchases
Institutional Shares Sold
Net Institutional Shares Purchased
Change in Ownership
Top 10 Institutional Holdings by Shares Held
Outstanding Shares Owned
Vanguard Group, Inc. (The)
Harris Associates L.P.
JANUS CAPITAL MANAGEMENT, LLC
SouthernSun Asset Management, Inc.
Bank of New York Mellon Corporation
Fiduciary Management, Inc.
Allianz Asset Management AG
State Street Corporation
BlackRock Institutional Trust Company, N.A.
BlackRock Fund Advisors
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 39%
Mutual Fund Share Purchases
Mutual Fund Shares Sold
Net Mutual Fund Shares Purchased
Change in Ownership
Top 10 Mutual Fund Holdings by Shares Held
Outstanding Shares Owned
Janus Triton Fund (i)
Allianz Fds-AllianzGI NFJ Small Cap Value Fd (i)
Artisan Mid Cap Value Fund (i)
Vanguard Small-Cap Index Fund (i)
Vanguard Total Stock Market Index Fund (i)
iShares Core S&P Midcap Index Fund (i)
FMI Common Stock Fund (i)
JNL Variable LLC-JNL/Mellon Cap 25 Fund (i)
Invesco Small Cap Value Fd (i)
SPDR S&P Mid Cap 400 ETF Trust (i)
(i) Institutional Funds
Data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
About Ownership Summary
The Ownership Summary indicates the percentage breakdown of a company's equity ownership by investor type, and is derived from multiple sources. Institutional ownership data is derived from filings of Form 13F, which investment managers must file quarterly if they manage at least $100,000,000 in equities. Institutional Mutual Funds are those funds that are connected with or a part of another 13F filer. Other Funds are those mutual funds that are not associated with a 13F filer. Mutual fund information is derived from forms NQ (quarterly) and NCSRs (annually). In addition, where possible, holdings information is obtained directly from mutual funds on a more frequent basis. Insider Ownership data, which reflects changes in ownership by directors, officers, and principal stakeholders, comes from filings of Forms 3 and 4. A Form 3 filing is an initial statement of ownership, whereas a Form 4 must be filed within two business days following a change in ownership by officers, directors and beneficial owners of a given company.
As with all your investments through Fidelity, you must make your own determination whether an investment is appropriate for you. Fidelity is not recommending or endorsing this security by making it available to customers. You should conduct research and perform a thorough investigation as to the characteristics of any securities you intend to purchase. Before investing, you should read the prospectus, offering circular, indenture, or similar document carefully for a full description of the product, including its features and risks, to determine whether it is an appropriate investment for your investment objectives, risk tolerance, financial situation and other individual factors, and be sure to re-evaluate those factors on a periodic basis.
Performance data shown represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore, you may have a gain or loss when you sell your shares.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Growth stocks can be more volatile than other types of stocks. Value stocks can continue to be undervalued by the market for long periods of time. Foreign securities are subject to interest-rate, currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets. Illiquidity is an inherent risk associated with investing in real estate and REITs. There is no guarantee the issuer of a REIT will maintain the secondary market for its shares and redemptions may be at a price which is more or less than the original price paid. Closed-end funds can trade at a discount to their NAV. Shareholders of Master Limited Partnerships may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes. It lists the partner's share of income, deductions, credits, etc. Speak with your tax advisor to determine how this may affect you. A royalty trust is a type of corporation, mostly in the United States or Canada, usually involved in oil and gas production or mining. Royalty trusts may have special tax treatment, so you should consult a tax advisor on the potential tax consequences of investing in them.
Any data, charts and other information provided on this page are intended for research purposes to help self-directed investors evaluate many types of securities including, but not limited to common stocks, American Depository Receipts, Master Limited Partnerships, real estate investment trusts. traditional preferred stock, trust preferred securities, third-party trust certificates, convertible securities, mandatory convertible securities and other exchange-traded equity and/or debt securities. Criteria and inputs entered, including the choice to make security comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use.