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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.06 | 4.09 | 0.03 |
Stocks | 79.10 | 80.14 | 1.04 |
Bonds | 16.37 | 16.50 | 0.13 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.41 | 0.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 17.47 |
Price to Book | 2.76 | 2.58 |
Price to Sales | 1.93 | 1.82 |
Price to Cash Flow | 12.21 | 10.89 |
Dividend Yield | 1.84 | 2.08 |
5 Years Earnings Growth | 11.97 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.26 | 21.65 |
Financial Services | 14.39 | 15.02 |
Healthcare | 12.64 | 12.52 |
Industrials | 10.48 | 11.58 |
Consumer Cyclical | 9.72 | 10.91 |
Energy | 6.34 | 4.60 |
Communication Services | 5.98 | 6.69 |
Basic Materials | 5.55 | 4.28 |
Consumer Defensive | 5.36 | 6.26 |
Real Estate | 4.25 | 4.00 |
Utilities | 2.04 | 2.49 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 12.98 | - | - | |
T. Rowe Price Growth Stock Z | - | 12.23 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.60 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.59 | - | - | |
T. Rowe Price New Income Z | - | 7.30 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.48 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.00 | - | - | |
T. Rowe Price International Stock Z | - | 5.40 | - | - | |
T. Rowe Price Real Assets Z | - | 5.13 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.15B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.11B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.24B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.51B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.07B | 4.47 | 2.66 | 8.54 |
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