
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.660 | 1.220 | 0.560 |
Stocks | 61.620 | 61.620 | 0.000 |
Bonds | 29.740 | 29.770 | 0.030 |
Other | 7.970 | 7.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.376 | 17.026 |
Price to Book | 2.755 | 2.322 |
Price to Sales | 2.002 | 1.677 |
Price to Cash Flow | 12.142 | 9.628 |
Dividend Yield | 1.966 | 2.439 |
5 Years Earnings Growth | 10.089 | 9.705 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.210 | 20.456 |
Financial Services | 16.470 | 15.570 |
Consumer Cyclical | 11.360 | 10.672 |
Industrials | 10.690 | 10.720 |
Healthcare | 10.160 | 10.951 |
Communication Services | 8.120 | 7.235 |
Consumer Defensive | 5.480 | 6.363 |
Energy | 3.770 | 4.140 |
Basic Materials | 3.460 | 3.411 |
Real Estate | 2.730 | 7.663 |
Utilities | 2.560 | 2.818 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.30 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.38 | - | - | |
Vanguard Total Intl Stock Index I | - | 19.95 | - | - | |
Vanguard Inflation-Protected Secs I | - | 9.43 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 7.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 68.42M | 1.14 | 2.69 | 2.97 | ||
WV SMART529 Direct Age Based 0 8 | 26.57M | 2.51 | 7.58 | 8.60 | ||
WV The Hartford SMART529 Balanced C | 1.86M | 1.88 | 4.62 | 6.63 | ||
WV The Hartford SMART529 Balanced B | 4.27K | 1.92 | 4.82 | 6.83 |
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