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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.75 | 5.81 | 0.06 |
Shares | 57.34 | 59.49 | 2.15 |
Bonds | 36.45 | 36.70 | 0.25 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.87 | 16.93 |
Price to Book | 2.83 | 2.50 |
Price to Sales | 1.98 | 1.75 |
Price to Cash Flow | 12.43 | 10.48 |
Dividend Yield | 1.80 | 2.21 |
5 Years Earnings Growth | 11.96 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.68 | 20.94 |
Financial Services | 14.21 | 15.03 |
Healthcare | 12.71 | 12.26 |
Industrials | 10.23 | 11.43 |
Consumer Cyclical | 9.74 | 10.57 |
Energy | 6.18 | 4.95 |
Communication Services | 6.07 | 6.54 |
Consumer Defensive | 5.43 | 6.50 |
Basic Materials | 5.42 | 4.42 |
Real Estate | 4.23 | 4.64 |
Utilities | 2.10 | 2.71 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 12.57 | - | - | |
T. Rowe Price Value Z | - | 8.72 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 8.41 | - | - | |
T. Rowe Price Growth Stock Z | - | 8.05 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.79 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.52 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.10 | - | - | |
T. Rowe Price Overseas Stock Z | - | 4.39 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.21 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.16B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 9.03B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.25B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2045 | 6B | 8.18 | 5.27 | 8.92 | ||
T. Rowe Price Retirement 2020 | 5.78B | 4.44 | 2.76 | 6.34 |
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