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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 42.510 | 42.530 | 0.020 |
Bonds | 68.370 | 71.870 | 3.500 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.734 | 16.341 |
Price to Book | 3.084 | 2.168 |
Price to Sales | 2.222 | 1.592 |
Price to Cash Flow | 13.028 | 8.797 |
Dividend Yield | 1.818 | 2.684 |
5 Years Earnings Growth | 11.853 | 10.279 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.900 | 19.699 |
Financial Services | 12.860 | 15.336 |
Healthcare | 12.860 | 11.715 |
Consumer Cyclical | 9.690 | 10.245 |
Industrials | 9.560 | 10.481 |
Communication Services | 7.300 | 6.832 |
Consumer Defensive | 6.170 | 6.835 |
Energy | 4.420 | 4.389 |
Basic Materials | 3.150 | 3.726 |
Utilities | 3.120 | 3.063 |
Real Estate | 1.960 | 7.678 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Intermediate Bond I | - | 30.82 | - | - | |
Voya US Stock Index Port I | - | 17.58 | - | - | |
Voya Limited Maturity Bond Port I | - | 8.74 | - | - | |
Voya Large-Cap Growth I | - | 5.10 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 5.03 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 5.02 | - | - | |
Voya Large Cap Value I | - | 4.96 | - | - | |
VY® BlackRock Inflation Protected Bd I | - | 4.91 | - | - | |
Voya International Index Port I | - | 3.99 | - | - | |
Voya Multi-Manager Emerging Markets Eq I | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.61B | 18.15 | 7.84 | 12.31 | ||
MI Education Savings Program US Equ | 800.72M | 18.10 | 7.80 | 12.26 | ||
WI Edvest 529 Plan Large Cap Stock | 792.18M | 19.45 | 9.27 | 12.84 | ||
WI Edvest 529 Plan Based Aggressive | 634.49M | 13.15 | 4.48 | 8.31 | ||
OR Oregon College Savings Plan US E | 524.3M | 17.54 | 7.49 | - |
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