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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 5.77 | 0.70 |
Shares | 66.19 | 68.08 | 1.89 |
Bonds | 28.26 | 28.42 | 0.16 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.39 | 0.40 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 17.15 |
Price to Book | 2.78 | 2.61 |
Price to Sales | 1.98 | 1.85 |
Price to Cash Flow | 12.08 | 10.97 |
Dividend Yield | 1.91 | 2.12 |
5 Years Earnings Growth | 11.05 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.00 | 21.81 |
Financial Services | 14.48 | 15.11 |
Healthcare | 13.41 | 12.31 |
Industrials | 10.56 | 11.38 |
Consumer Cyclical | 9.11 | 10.52 |
Communication Services | 6.01 | 6.70 |
Consumer Defensive | 5.71 | 6.36 |
Energy | 5.67 | 4.51 |
Basic Materials | 5.23 | 4.26 |
Real Estate | 4.70 | 4.27 |
Utilities | 2.12 | 2.81 |
Number of long holdings: 30
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 10.90 | - | - | |
T. Rowe Price Value Z | - | 10.61 | - | - | |
T. Rowe Price Growth Stock Z | - | 9.68 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 6.98 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 6.90 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.39 | - | - | |
T. Rowe Price International Value Eq Z | - | 5.08 | - | - | |
T. Rowe Price International Stock Z | - | 4.64 | - | - | |
T. Rowe Price Real Assets Z | - | 4.59 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 4.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2040 | 9.13B | 13.07 | 3.13 | 8.64 | ||
T. Rowe Price Retirement 2035 | 8.23B | 11.94 | 2.75 | 8.15 | ||
T. Rowe Price Retirement 2025 | 7.18B | 9.55 | 1.98 | 6.95 | ||
T. Rowe Price Retirement 2045 | 6.15B | 13.81 | 3.51 | 8.97 | ||
T. Rowe Price Retirement 2020 | 5.39B | 9.06 | 1.90 | 6.37 |
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