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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.53 | 2.53 | 0.00 |
Shares | 81.61 | 81.61 | 0.00 |
Bonds | 15.82 | 15.82 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 17.39 |
Price to Book | 2.35 | 2.59 |
Price to Sales | 1.67 | 1.81 |
Price to Cash Flow | 10.62 | 10.88 |
Dividend Yield | 2.18 | 2.07 |
5 Years Earnings Growth | 11.03 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.05 | 22.15 |
Financial Services | 16.19 | 15.00 |
Industrials | 12.32 | 11.53 |
Consumer Cyclical | 10.95 | 11.03 |
Healthcare | 10.88 | 12.57 |
Communication Services | 6.59 | 6.66 |
Consumer Defensive | 5.97 | 6.25 |
Basic Materials | 4.77 | 4.26 |
Energy | 4.71 | 4.52 |
Real Estate | 3.16 | 3.59 |
Utilities | 2.42 | 2.44 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 35.44 | - | - | |
State Street Equity 500 Index II | - | 35.15 | - | - | |
State Street Small/Mid Cap Equity Index | - | 13.10 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.78 | 27.08 | -0.66% | |
State Street Aggregate Bond Idx | - | 6.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.87B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.83B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.58B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2025 | 1.97B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.97B | 2.08 | 1.59 | - |
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