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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.400 | 19.080 | 2.680 |
Shares | 31.320 | 31.320 | 0.000 |
Bonds | 52.120 | 52.280 | 0.160 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.900 | 17.350 |
Price to Book | 2.805 | 2.490 |
Price to Sales | 1.602 | 1.680 |
Price to Cash Flow | 11.089 | 9.861 |
Dividend Yield | 1.791 | 2.335 |
5 Years Earnings Growth | 10.885 | 10.125 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.500 | 21.305 |
Healthcare | 13.240 | 12.065 |
Financial Services | 12.950 | 14.323 |
Industrials | 11.400 | 10.515 |
Consumer Cyclical | 10.320 | 9.973 |
Communication Services | 7.210 | 7.688 |
Consumer Defensive | 5.450 | 6.425 |
Basic Materials | 4.170 | 3.478 |
Energy | 3.900 | 3.900 |
Utilities | 2.370 | 2.810 |
Real Estate | 1.490 | 7.520 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond | US35473P5531 | 20.00 | 21.26 | +0.12% | |
Franklin U.S. Core Equity Advisor | - | 11.10 | - | - | |
Western Asset Core Plus Bond IS | - | 10.46 | - | - | |
Franklin U.S. Treasury Bond | US35473P4880 | 10.02 | 20.28 | -0.05% | |
Franklin International Core Equity Adv | - | 5.63 | - | - | |
Franklin Growth Adv | - | 4.94 | - | - | |
Franklin International Aggregate Bd ETF | - | 3.47 | - | - | |
Franklin LibertyQ U.S. Equity | US35473P8014 | 2.59 | 59.86 | +0.38% | |
iShares Floating Rate Bond | US46429B6552 | 2.51 | 51.03 | +0.02% | |
Western Asset Short-Term Bond IS | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NJ BEST SP 500 Index | 334.95M | 20.69 | 8.97 | 12.82 | ||
NJ Franklin Templeton 529 Franklin | 275.24M | 14.41 | 5.90 | 12.57 | ||
NJ Franklin Templeton 529 SP 500 In | 209.74M | 14.81 | 9.46 | 12.21 |
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