Please try another search
| 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 | 19.172 |
| Price to Book | 3.011 | 3.319 |
| Price to Sales | 2.140 | 2.321 |
| Price to Cash Flow | 12.017 | 12.606 |
| Dividend Yield | 1.828 | 1.884 |
| 5 Years Earnings Growth | 9.678 | 10.795 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 24.820 | 24.878 |
| Financial Services | 16.100 | 15.721 |
| Industrials | 11.490 | 10.221 |
| Consumer Cyclical | 10.510 | 10.080 |
| Healthcare | 9.110 | 12.232 |
| Communication Services | 7.460 | 7.793 |
| Consumer Defensive | 5.530 | 5.934 |
| Real Estate | 4.590 | 3.226 |
| Energy | 3.800 | 4.759 |
| Utilities | 3.410 | 3.243 |
| Basic Materials | 3.170 | 3.159 |
Number of long holdings: 19
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Schwab US Large-Cap Growth | US8085243009 | 20.71 | 32.69 | +1.08% | |
| Schwab US Large-Cap Value | US8085244098 | 19.37 | 29.33 | +0.45% | |
| Vanguard Mid Cap Index Admiral | - | 9.01 | - | - | |
| Dodge & Cox Income I | - | 7.26 | - | - | |
| Vanguard FTSE Developed Markets | US9219438580 | 5.80 | 61.22 | +0.33% | |
| ishares S&P 500 | US4642872000 | 4.78 | 680.52 | +0.82% | |
| 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 | 81.4M | 15.37 | 5.53 | 7.46 | ||
| Benefit FCI Life Strategy Growth Fa | 52.13M | 17.34 | 5.93 | 8.30 | ||
| Stadion Moderate Growth 1 | 8.18M | 14.09 | 4.78 | 6.48 | ||
| Stadion Growth Fund CL 1 | 8.32M | 10.06 | 11.94 | 8.86 | ||
| Stadion Balanced Fund CL 1 | 6.19M | 12.48 | 3.82 | 5.65 |
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