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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.58 | 1.71 | 0.13 |
Stocks | 97.02 | 97.14 | 0.12 |
Bonds | 0.87 | 0.88 | 0.01 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.48 | 0.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.64 | 17.76 |
Price to Book | 2.75 | 2.70 |
Price to Sales | 1.93 | 1.89 |
Price to Cash Flow | 12.20 | 11.32 |
Dividend Yield | 1.84 | 1.99 |
5 Years Earnings Growth | 11.97 | 11.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.27 | 22.58 |
Financial Services | 14.40 | 14.95 |
Healthcare | 12.64 | 12.73 |
Industrials | 10.47 | 11.50 |
Consumer Cyclical | 9.71 | 11.06 |
Energy | 6.34 | 4.44 |
Communication Services | 5.99 | 6.69 |
Basic Materials | 5.54 | 4.30 |
Consumer Defensive | 5.35 | 6.07 |
Real Estate | 4.25 | 3.38 |
Utilities | 2.04 | 2.30 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.87 | - | - | |
T. Rowe Price Growth Stock Z | - | 15.03 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.31 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.16 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.81 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.39 | - | - | |
T. Rowe Price International Stock Z | - | 6.54 | - | - | |
T. Rowe Price Real Assets Z | - | 6.21 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.90 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.62 | - | - |
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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