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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.19 | 4.67 | 0.48 |
Shares | 78.91 | 79.25 | 0.34 |
Bonds | 16.30 | 16.38 | 0.08 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.51 | 0.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.64 | 17.72 |
Price to Book | 2.54 | 2.59 |
Price to Sales | 1.66 | 1.85 |
Price to Cash Flow | 10.92 | 11.07 |
Dividend Yield | 1.98 | 2.10 |
5 Years Earnings Growth | 11.42 | 11.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.81 | 22.16 |
Financial Services | 14.49 | 15.13 |
Healthcare | 13.62 | 12.42 |
Industrials | 10.46 | 11.51 |
Consumer Cyclical | 9.72 | 10.58 |
Energy | 6.37 | 4.56 |
Communication Services | 6.29 | 6.78 |
Consumer Defensive | 6.23 | 6.17 |
Basic Materials | 5.61 | 4.16 |
Real Estate | 4.37 | 3.99 |
Utilities | 2.01 | 2.55 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 12.48 | - | - | |
T. Rowe Price Growth Stock Z | - | 12.40 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.44 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 7.78 | - | - | |
T. Rowe Price New Income Z | - | 7.43 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.63 | - | - | |
T. Rowe Price International Value Eq Z | - | 5.76 | - | - | |
T. Rowe Price International Stock Z | - | 5.51 | - | - | |
T. Rowe Price Real Assets Z | - | 5.07 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.24 | - | - |
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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