Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.73 | 3.04 | 0.31 |
Stocks | 92.17 | 92.17 | 0.00 |
Bonds | 5.04 | 5.04 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.01 | 17.40 |
Price to Book | 2.62 | 2.61 |
Price to Sales | 1.98 | 1.88 |
Price to Cash Flow | 11.88 | 11.01 |
Dividend Yield | 2.15 | 2.19 |
5 Years Earnings Growth | 10.89 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.91 | 22.86 |
Financial Services | 15.54 | 15.37 |
Industrials | 10.56 | 11.37 |
Healthcare | 10.39 | 12.14 |
Consumer Cyclical | 10.17 | 10.78 |
Communication Services | 7.42 | 6.89 |
Real Estate | 5.84 | 3.75 |
Consumer Defensive | 5.78 | 5.98 |
Energy | 3.89 | 4.19 |
Basic Materials | 3.88 | 4.07 |
Utilities | 2.61 | 2.61 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blackrock Russell 1000 Index Fund F | - | 56.21 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 31.94 | - | - | |
Blackrock Small Cap Index Fund | - | 3.87 | - | - | |
iShares US Long Credit Bond Index | - | 3.33 | - | - | |
iShares Developed Real Estate Idx K | - | 1.43 | - | - | |
iShares FTSE NAREIT All Eq REIT Idx | - | 1.41 | - | - | |
iShares US Securitized Bond Index | - | 0.88 | - | - | |
iShares TIPS Bond | US4642871762 | 0.67 | 106.37 | -0.25% | |
iShares US Long Government Bond Idx | - | 0.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 25.6B | 5.76 | 2.41 | 3.01 | ||
BlackRock Strategic Income Opps K | 13.29B | 5.84 | 2.50 | - | ||
BlackRock High Yield Bond Instl | 12.29B | 9.04 | 4.22 | 4.92 | ||
BlackRock High Yield Bond K | 12B | 9.14 | 4.32 | 5.01 | ||
BlackRock Total Return Instl | 11.33B | 3.69 | -1.96 | 1.88 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review