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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.22 | 5.27 | 0.05 |
Shares | 67.70 | 69.62 | 1.92 |
Bonds | 26.62 | 26.82 | 0.20 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.36 | 0.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.74 | 17.24 |
Price to Book | 2.78 | 2.56 |
Price to Sales | 1.95 | 1.78 |
Price to Cash Flow | 12.30 | 10.66 |
Dividend Yield | 1.82 | 2.13 |
5 Years Earnings Growth | 11.96 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.38 | 21.26 |
Financial Services | 14.31 | 14.79 |
Healthcare | 12.68 | 12.52 |
Industrials | 10.40 | 11.63 |
Consumer Cyclical | 9.71 | 10.87 |
Energy | 6.30 | 4.75 |
Communication Services | 5.99 | 6.46 |
Basic Materials | 5.51 | 4.40 |
Consumer Defensive | 5.39 | 6.49 |
Real Estate | 4.26 | 4.24 |
Utilities | 2.07 | 2.65 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 10.87 | - | - | |
T. Rowe Price New Income Z | - | 10.37 | - | - | |
T. Rowe Price Growth Stock Z | - | 10.05 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 7.15 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 6.93 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.43 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.94 | - | - | |
T. Rowe Price International Stock Z | - | 4.61 | - | - | |
T. Rowe Price Real Assets Z | - | 4.49 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 3.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2040 | 9.04B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.24B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.54B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.02B | 4.47 | 2.66 | 8.54 | ||
T. Rowe Price Retirement 2020 | 5.75B | 1.97 | 1.02 | 6.04 |
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