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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.92 | 1.92 | 0.00 |
Stocks | 48.34 | 48.34 | 0.00 |
Bonds | 49.70 | 49.70 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.24 | 16.98 |
Price to Book | 2.33 | 2.51 |
Price to Sales | 1.89 | 1.76 |
Price to Cash Flow | 11.32 | 10.54 |
Dividend Yield | 2.35 | 2.21 |
5 Years Earnings Growth | 10.89 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.84 | 20.95 |
Financial Services | 14.27 | 15.06 |
Real Estate | 12.33 | 4.64 |
Industrials | 10.58 | 11.48 |
Healthcare | 9.97 | 12.21 |
Consumer Cyclical | 9.84 | 10.55 |
Communication Services | 6.28 | 6.54 |
Consumer Defensive | 5.48 | 6.49 |
Energy | 4.18 | 4.96 |
Basic Materials | 4.05 | 4.43 |
Utilities | 2.18 | 2.70 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 22.47 | - | - | |
State Street Aggregate Bond Idx | - | 20.54 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 17.47 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 16.72 | 18.45 | -0.03% | |
SPDR® Blmbg High Yield Bd ETF | - | 6.89 | - | - | |
State Street Small/Mid Cap Equity Index | - | 4.91 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 4.73 | 42.34 | -0.05% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 4.22 | 28.80 | -0.09% | |
SPDR Short Term Corp Bond | US78464A4748 | 1.11 | 29.66 | -0.03% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 0.75 | 27.08 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.88B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.83B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.58B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2045 | 2.37B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2050 | 1.97B | 2.08 | 1.59 | - |
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