Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.550 | 1.550 | 0.000 |
Stocks | 98.160 | 98.160 | 0.000 |
Bonds | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.240 | 0.240 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.892 | 15.808 |
Price to Book | 2.077 | 2.288 |
Price to Sales | 1.535 | 1.709 |
Price to Cash Flow | 7.666 | 8.561 |
Dividend Yield | 2.424 | 2.298 |
5 Years Earnings Growth | 10.888 | 11.173 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.060 | 16.700 |
Technology | 17.370 | 18.065 |
Healthcare | 12.300 | 12.771 |
Consumer Cyclical | 11.800 | 11.850 |
Industrials | 11.280 | 11.020 |
Consumer Defensive | 8.090 | 7.394 |
Energy | 5.830 | 5.480 |
Basic Materials | 4.820 | 3.983 |
Real Estate | 3.850 | 6.315 |
Communication Services | 3.480 | 3.326 |
Utilities | 3.130 | 3.098 |
Number of long holdings: 2
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 60.37 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 39.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr4 | 20.41B | 2.50 | 2.17 | 2.06 | ||
The Vanguard Retirement Savings Tr | 20.41B | 2.40 | 2.07 | 1.96 | ||
IA College Savings Iowa 529 Income | 729.59M | 4.68 | -0.49 | 3.07 | ||
IA College Savings Iowa 529 Growthg | 563.78M | 13.11 | 3.61 | 7.94 | ||
IA College Savings Iowa 529 Moderap | 459.36M | 10.29 | 2.27 | 6.40 |
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