Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.990 | 5.050 | 0.060 |
Shares | 34.220 | 34.220 | 0.000 |
Bonds | 60.270 | 60.270 | 0.000 |
Convertible | 0.290 | 0.290 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.926 | 16.734 |
Price to Book | 2.649 | 2.511 |
Price to Sales | 1.788 | 1.767 |
Price to Cash Flow | 11.036 | 10.574 |
Dividend Yield | 2.063 | 2.559 |
5 Years Earnings Growth | 10.544 | 10.463 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.150 | 18.943 |
Financial Services | 13.680 | 15.223 |
Industrials | 10.840 | 11.115 |
Healthcare | 10.800 | 12.550 |
Consumer Cyclical | 10.070 | 8.966 |
Real Estate | 8.490 | 6.543 |
Communication Services | 6.790 | 6.252 |
Consumer Defensive | 5.710 | 7.266 |
Energy | 3.950 | 6.386 |
Basic Materials | 3.650 | 4.183 |
Utilities | 2.860 | 3.767 |
Number of long holdings: 19
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Income I | - | 21.74 | - | - | |
Vanguard Short-Term Bond Index Adm | - | 12.52 | - | - | |
Schwab US Large-Cap Growth | US8085243009 | 9.33 | 100.84 | -0.76% | |
Schwab US Large-Cap Value | US8085244098 | 8.84 | 74.08 | +0.01% | |
Fidelity Shrt-Term Trs Bd Index | - | 7.78 | - | - | |
Fidelity U.S. Bond Index | - | 6.94 | - | - | |
Lord Abbett Short Duration Income R6 | - | 6.90 | - | - | |
Vanguard Short-Term Investment-Grade Adm | - | 6.50 | - | - | |
Vanguard Mid Cap Index Admiral | - | 4.54 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 2.03 | 49.42 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Stadion Growth Fund CL 5 | 81.16M | -0.03 | 4.34 | 6.75 | ||
Benefit FCI Life Strategy Growth Fa | 43.83M | 0.06 | 4.63 | 7.63 | ||
Benefit FCI Life Strategy Growth Fb | 18.92M | 0.04 | 4.42 | 7.41 | ||
Stadion Moderate Growth 1 | 7.95M | -0.01 | 3.38 | 5.75 | ||
Stadion Growth Fund CL 1 | 7.02M | -0.04 | 4.25 | 6.73 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review