
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.260 | 0.950 | 0.690 |
Shares | 63.180 | 63.180 | 0.000 |
Bonds | 36.520 | 36.520 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.530 | 17.321 |
Price to Book | 2.691 | 2.315 |
Price to Sales | 2.089 | 1.668 |
Price to Cash Flow | 11.830 | 9.473 |
Dividend Yield | 2.116 | 2.478 |
5 Years Earnings Growth | 9.371 | 9.240 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.120 | 20.837 |
Financial Services | 16.520 | 15.965 |
Industrials | 11.110 | 11.051 |
Consumer Cyclical | 9.950 | 10.268 |
Healthcare | 8.330 | 10.522 |
Communication Services | 7.880 | 7.214 |
Real Estate | 6.390 | 7.674 |
Consumer Defensive | 5.210 | 6.247 |
Basic Materials | 3.520 | 3.421 |
Energy | 3.490 | 3.971 |
Utilities | 2.490 | 2.836 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 38.39 | 140.50 | -0.05% | |
iShares Core US Aggregate Bond | US4642872265 | 27.23 | 98.85 | -0.09% | |
iShares Core MSCI Total Intl Stk ETF | - | 22.39 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 5.45 | - | - | |
iShares TIPS Bond | US4642871762 | 4.08 | 109.92 | -0.11% | |
iShares Core U.S. REIT | US4642885218 | 2.46 | 56.24 | -0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 10.81 | 21.38 | 15.71 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 7.97 | 8.74 | 6.53 | ||
ME NextGen College Based 14 16 Y D | 125.03M | 5.99 | 6.26 | 4.81 | ||
ME NextGen College Investing Plan d | 125.03M | 8.47 | 16.85 | 13.45 | ||
ME NextGen College Investing Plan 0 | 125.03M | 9.61 | 12.31 | 9.10 |
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