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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.29 | 2.29 | 0.00 |
Stocks | 60.39 | 60.39 | 0.00 |
Bonds | 37.28 | 37.28 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 17.21 |
Price to Book | 2.37 | 2.55 |
Price to Sales | 1.77 | 1.78 |
Price to Cash Flow | 10.99 | 10.64 |
Dividend Yield | 2.24 | 2.13 |
5 Years Earnings Growth | 10.98 | 11.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.85 | 21.24 |
Financial Services | 15.40 | 14.79 |
Industrials | 11.48 | 11.65 |
Healthcare | 10.57 | 12.53 |
Consumer Cyclical | 10.53 | 10.86 |
Communication Services | 6.60 | 6.47 |
Real Estate | 6.44 | 4.23 |
Consumer Defensive | 5.85 | 6.49 |
Energy | 4.49 | 4.77 |
Basic Materials | 4.45 | 4.39 |
Utilities | 2.34 | 2.64 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 28.29 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 24.49 | - | - | |
State Street Aggregate Bond Idx | - | 18.12 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 8.08 | 18.45 | -0.03% | |
State Street Small/Mid Cap Equity Index | - | 7.00 | - | - | |
SPDR® Blmbg High Yield Bd ETF | - | 6.00 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 5.55 | 27.08 | -0.66% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 2.17 | 42.35 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 2025 | 1.97B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.97B | 2.08 | 1.59 | - |
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