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Name | Net % | Long % | Short % |
---|---|---|---|
Bonds | 117.680 | 118.540 | 0.860 |
Convertible | 0.530 | 0.530 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.282 | 13.463 |
Price to Book | 1.541 | 1.970 |
Price to Sales | 3.088 | 2.582 |
Price to Cash Flow | - | 14.832 |
Dividend Yield | 4.505 | 2.958 |
5 Years Earnings Growth | 4.371 | 12.448 |
Name | Net % | Category Average |
---|---|---|
Government | 45.678 | 25.513 |
Securitized | 41.789 | 17.877 |
Corporate | 29.749 | 44.369 |
Cash | -18.480 | 5.994 |
Municipal | 0.734 | 0.498 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DoubleLine Core Fixed Income I | - | 40.01 | - | - | |
Dodge & Cox Income I | - | 39.98 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 20.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 118.2M | 3.17 | -2.21 | 1.51 | ||
MI Savings 100 Fixed Inc Option | 77.58M | 3.36 | -1.19 | 1.87 | ||
WI Edvest 529 Plan Bond Index Portf | 34.72M | 3.14 | -2.23 | 1.45 | ||
WI Tomorrows Scholar 529 Plan Voyia | 3.01M | 3.29 | -1.41 | 1.04 | ||
WI Tomorrows Scholar 529 Plan Voycw | 353.28K | 5.34 | -0.30 | 2.86 |
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