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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.230 | 18.820 | 2.590 |
Stocks | 33.400 | 33.400 | 0.000 |
Bonds | 50.230 | 50.410 | 0.180 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.090 | 0.100 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.363 | 17.646 |
Price to Book | 2.932 | 2.509 |
Price to Sales | 1.673 | 1.684 |
Price to Cash Flow | 11.534 | 9.923 |
Dividend Yield | 1.693 | 2.309 |
5 Years Earnings Growth | 10.649 | 10.074 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.580 | 20.728 |
Healthcare | 14.020 | 12.370 |
Financial Services | 12.780 | 14.213 |
Industrials | 11.480 | 10.623 |
Consumer Cyclical | 11.220 | 10.368 |
Communication Services | 6.630 | 7.528 |
Consumer Defensive | 4.970 | 6.340 |
Basic Materials | 4.470 | 3.610 |
Energy | 3.940 | 4.008 |
Utilities | 2.140 | 2.663 |
Real Estate | 1.760 | 7.555 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond | US35473P5531 | 19.29 | 21.09 | +0.19% | |
Franklin U.S. Core Equity Advisor | - | 11.93 | - | - | |
Western Asset Core Plus Bond IS | - | 10.07 | - | - | |
Franklin U.S. Treasury Bond | US35473P4880 | 9.60 | 20.23 | +0.17% | |
Franklin International Core Equity Adv | - | 5.91 | - | - | |
Franklin Growth Adv | - | 5.27 | - | - | |
Franklin International Aggregate Bd ETF | - | 3.35 | - | - | |
Franklin LibertyQ U.S. Equity | US35473P8014 | 2.77 | 53.76 | +0.07% | |
Franklin Liberty Investment Grade Corporate | US35473P6034 | 2.43 | 21.11 | +0.19% | |
iShares Floating Rate Bond | US46429B6552 | 2.43 | 51.02 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NJ BEST SP 500 Index | 298.4M | 5.63 | 7.84 | 12.19 | ||
NJ Franklin Templeton 529 Franklin | 275.24M | 6.20 | 4.55 | 12.21 | ||
NJ Franklin Templeton 529 SP 500 In | 209.74M | 5.49 | 7.41 | 11.74 |
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