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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.15 | 2.18 | 0.03 |
Shares | 96.38 | 96.83 | 0.45 |
Bonds | 0.98 | 0.99 | 0.01 |
Other | 0.49 | 0.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.47 | 17.74 |
Price to Book | 2.73 | 2.54 |
Price to Sales | 1.95 | 1.80 |
Price to Cash Flow | 12.16 | 10.79 |
Dividend Yield | 1.90 | 2.22 |
5 Years Earnings Growth | 12.01 | 11.52 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.74 | 22.72 |
Financial Services | 14.09 | 15.00 |
Healthcare | 12.30 | 12.47 |
Industrials | 10.62 | 11.54 |
Consumer Cyclical | 9.21 | 10.73 |
Communication Services | 6.49 | 6.64 |
Energy | 6.16 | 4.57 |
Consumer Defensive | 5.37 | 6.04 |
Basic Materials | 5.07 | 4.11 |
Real Estate | 4.17 | 3.77 |
Utilities | 1.78 | 2.40 |
Number of long holdings: 24
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Growth Stock Z | - | 15.77 | - | - | |
T. Rowe Price Value Z | - | 15.46 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.59 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.54 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.65 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.37 | - | - | |
T. Rowe Price International Stock Z | - | 6.67 | - | - | |
T. Rowe Price Real Assets Z | - | 6.25 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.66 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.26B | 11.24 | 2.63 | 7.53 | ||
T. Rowe Price Retirement 2040 | 9.29B | 13.79 | 3.58 | 8.60 | ||
T. Rowe Price Retirement 2035 | 8.43B | 12.62 | 3.16 | 8.11 | ||
T. Rowe Price Retirement 2025 | 7.48B | 9.99 | 2.26 | 6.89 | ||
T. Rowe Price Retirement 2045 | 6.24B | 14.56 | 3.99 | 8.93 |
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