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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.86 | 3.11 | 0.25 |
Stocks | 95.44 | 95.46 | 0.02 |
Bonds | 1.04 | 1.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.60 | 0.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 17.45 |
Price to Book | 2.54 | 2.53 |
Price to Sales | 1.66 | 1.77 |
Price to Cash Flow | 10.93 | 10.63 |
Dividend Yield | 1.98 | 2.23 |
5 Years Earnings Growth | 11.42 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 22.25 |
Financial Services | 14.48 | 14.96 |
Healthcare | 13.62 | 12.52 |
Industrials | 10.44 | 11.67 |
Consumer Cyclical | 9.73 | 10.99 |
Energy | 6.36 | 4.62 |
Communication Services | 6.32 | 6.57 |
Consumer Defensive | 6.24 | 6.10 |
Basic Materials | 5.58 | 4.20 |
Real Estate | 4.35 | 3.75 |
Utilities | 2.02 | 2.37 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.13 | - | - | |
T. Rowe Price Growth Stock Z | - | 15.08 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.21 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.41 | - | - | |
T. Rowe Price Overseas Stock Z | - | 8.00 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.96 | - | - | |
T. Rowe Price International Stock Z | - | 6.65 | - | - | |
T. Rowe Price Real Assets Z | - | 6.08 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.89 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.09B | 5.97 | 2.18 | 7.32 | ||
T. Rowe Price Retirement 2040 | 9.06B | 8.00 | 3.16 | 8.38 | ||
T. Rowe Price Retirement 2035 | 8.22B | 7.06 | 2.72 | 7.89 | ||
T. Rowe Price Retirement 2025 | 7.45B | 5.09 | 1.80 | 6.70 | ||
T. Rowe Price Retirement 2045 | 6.04B | 8.58 | 3.56 | 8.69 |
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