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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 2.92 | 0.00 |
Shares | 75.78 | 75.78 | 0.00 |
Bonds | 21.26 | 21.26 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.64 | 17.23 |
Price to Book | 2.29 | 2.52 |
Price to Sales | 1.65 | 1.75 |
Price to Cash Flow | 10.46 | 10.60 |
Dividend Yield | 2.31 | 2.19 |
5 Years Earnings Growth | 10.99 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.70 | 21.59 |
Financial Services | 16.18 | 14.92 |
Industrials | 12.20 | 11.70 |
Healthcare | 10.83 | 12.48 |
Consumer Cyclical | 10.82 | 10.91 |
Communication Services | 6.80 | 6.55 |
Consumer Defensive | 6.13 | 6.32 |
Energy | 4.90 | 4.69 |
Basic Materials | 4.82 | 4.33 |
Real Estate | 3.03 | 3.96 |
Utilities | 2.58 | 2.56 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.86 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 33.69 | - | - | |
State Street Aggregate Bond Idx | - | 10.83 | - | - | |
State Street Small/Mid Cap Equity Index | - | 10.60 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.55 | 27.22 | -1.59% | |
SPDR Barclays High Yield Bond | US78468R6229 | 1.20 | 94.27 | -0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.89B | 4.40 | 1.67 | - | ||
State Street Target Retirement 2035 | 2.86B | 4.92 | 1.83 | - | ||
State Street Target Retirement 2045 | 2.4B | 5.90 | 2.31 | - | ||
State Street Target Retirement 2050 | 2B | 6.23 | 2.51 | - | ||
State Street Target Retirement 2025 | 1.97B | 3.50 | 1.37 | - |
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