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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.760 | 3.860 | 0.100 |
Shares | 70.920 | 70.920 | 0.000 |
Bonds | 25.140 | 25.150 | 0.010 |
Convertible | 0.060 | 0.060 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.622 | 19.294 |
Price to Book | 3.011 | 3.309 |
Price to Sales | 2.140 | 2.301 |
Price to Cash Flow | 12.017 | 12.514 |
Dividend Yield | 1.828 | 1.898 |
5 Years Earnings Growth | 9.678 | 10.758 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.820 | 24.720 |
Financial Services | 16.100 | 15.736 |
Industrials | 11.490 | 10.260 |
Consumer Cyclical | 10.510 | 10.072 |
Healthcare | 9.110 | 12.286 |
Communication Services | 7.460 | 7.719 |
Consumer Defensive | 5.530 | 5.987 |
Real Estate | 4.590 | 3.209 |
Energy | 3.800 | 4.824 |
Utilities | 3.410 | 3.229 |
Basic Materials | 3.170 | 3.143 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap Growth | US8085243009 | 20.71 | 32.09 | -0.28% | |
Schwab US Large-Cap Value | US8085244098 | 19.37 | 29.26 | +0.41% | |
Vanguard Mid Cap Index Admiral | - | 9.01 | - | - | |
Dodge & Cox Income I | - | 7.26 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 5.80 | 61.06 | +0.93% | |
ishares S&P 500 | US4642872000 | 4.78 | 672.42 | -0.01% | |
Vanguard Short-Term Bond Index Adm | - | 4.26 | - | - | |
Fidelity Shrt-Term Trs Bd Index | - | 4.00 | - | - | |
Lord Abbett Short Duration Income R6 | - | 3.70 | - | - | |
Fidelity U.S. Bond Index | - | 3.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Stadion Growth Fund CL 5 | 81.76M | 15.37 | 5.53 | 7.46 | ||
Benefit FCI Life Strategy Growth Fa | 51.56M | 17.34 | 5.93 | 8.30 | ||
Stadion Moderate Growth 1 | 8.26M | 14.09 | 4.78 | 6.48 | ||
Stadion Growth Fund CL 1 | 8.24M | 10.06 | 11.94 | 8.86 | ||
Stadion Balanced Fund CL 1 | 6.18M | 12.48 | 3.82 | 5.65 |
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