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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.22 | 3.24 | 0.02 |
Shares | 88.29 | 89.12 | 0.83 |
Bonds | 8.00 | 8.06 | 0.06 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.44 | 0.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 17.26 |
Price to Book | 2.76 | 2.53 |
Price to Sales | 1.93 | 1.76 |
Price to Cash Flow | 12.21 | 10.57 |
Dividend Yield | 1.84 | 2.17 |
5 Years Earnings Growth | 11.97 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.27 | 21.64 |
Financial Services | 14.39 | 14.91 |
Healthcare | 12.63 | 12.51 |
Industrials | 10.46 | 11.69 |
Consumer Cyclical | 9.71 | 10.99 |
Energy | 6.34 | 4.62 |
Communication Services | 5.98 | 6.51 |
Basic Materials | 5.55 | 4.31 |
Consumer Defensive | 5.35 | 6.31 |
Real Estate | 4.26 | 4.00 |
Utilities | 2.04 | 2.53 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 14.47 | - | - | |
T. Rowe Price Growth Stock Z | - | 13.64 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.57 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.55 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.17 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.72 | - | - | |
T. Rowe Price International Stock Z | - | 5.99 | - | - | |
T. Rowe Price Real Assets Z | - | 5.74 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.59 | - | - | |
T. Rowe Price New Income Z | - | 3.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.99B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 8.97B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.13B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.4B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 5.98B | 4.47 | 2.66 | 8.54 |
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