
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.03 | 3.03 | 0.00 |
Stocks | 67.05 | 67.05 | 0.00 |
Bonds | 29.91 | 29.91 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.86 | 17.38 |
Price to Book | 2.43 | 2.65 |
Price to Sales | 1.78 | 1.92 |
Price to Cash Flow | 10.99 | 11.21 |
Dividend Yield | 2.17 | 2.08 |
5 Years Earnings Growth | 10.57 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.99 | 22.63 |
Financial Services | 17.08 | 15.84 |
Industrials | 11.54 | 11.23 |
Consumer Cyclical | 11.10 | 10.87 |
Healthcare | 9.69 | 11.65 |
Communication Services | 7.40 | 7.14 |
Consumer Defensive | 5.63 | 5.97 |
Basic Materials | 4.09 | 3.89 |
Energy | 4.05 | 4.13 |
Real Estate | 2.92 | 3.91 |
Utilities | 2.52 | 2.75 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 31.05 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 29.57 | - | - | |
State Street Aggregate Bond Idx | - | 15.96 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.91 | 27.59 | +1.10% | |
State Street Small/Mid Cap Equity Index | - | 8.56 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.72 | 97.12 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.06B | 2.32 | 4.07 | 7.42 | ||
State Street Target Retirement 2040 | 2.87B | 2.73 | 4.83 | 8.24 | ||
State Street Target Retirement 2045 | 2.65B | 2.96 | 5.26 | 8.57 | ||
State Street Target Retirement 2050 | 2.24B | 3.20 | 5.67 | 8.74 | ||
State Street Target Retirement 2025 | 1.95B | 1.92 | 3.49 | 6.74 |
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