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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.72 | 5.79 | 0.07 |
Stocks | 52.00 | 53.87 | 1.87 |
Bonds | 41.83 | 42.10 | 0.27 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.91 | 17.56 |
Price to Book | 2.84 | 2.45 |
Price to Sales | 1.99 | 1.73 |
Price to Cash Flow | 12.48 | 10.06 |
Dividend Yield | 1.79 | 2.25 |
5 Years Earnings Growth | 11.96 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.78 | 19.82 |
Financial Services | 14.18 | 15.04 |
Healthcare | 12.72 | 12.63 |
Industrials | 10.16 | 11.38 |
Consumer Cyclical | 9.74 | 10.71 |
Energy | 6.15 | 4.80 |
Communication Services | 6.10 | 6.54 |
Consumer Defensive | 5.44 | 6.88 |
Basic Materials | 5.39 | 4.44 |
Real Estate | 4.23 | 4.70 |
Utilities | 2.12 | 3.08 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 13.67 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 11.02 | - | - | |
T. Rowe Price Value Z | - | 7.78 | - | - | |
T. Rowe Price Growth Stock Z | - | 7.16 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.48 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.11 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.94 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.65 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.88 | - | - | |
T. Rowe Price International Value Eq Z | - | 3.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.16B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.12B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.26B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.51B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.08B | 4.47 | 2.66 | 8.54 |
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