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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 3.030 | 0.030 |
Shares | 48.500 | 48.500 | 0.000 |
Bonds | 36.820 | 36.820 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 11.610 | 11.620 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.170 | 16.120 |
Price to Book | 3.120 | 2.179 |
Price to Sales | 2.276 | 1.605 |
Price to Cash Flow | 11.471 | 8.786 |
Dividend Yield | 1.875 | 2.665 |
5 Years Earnings Growth | 11.332 | 9.948 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.720 | 19.576 |
Financial Services | 18.070 | 15.663 |
Consumer Cyclical | 13.530 | 10.538 |
Industrials | 10.110 | 10.456 |
Healthcare | 9.500 | 11.450 |
Communication Services | 7.160 | 7.000 |
Consumer Defensive | 4.130 | 6.720 |
Energy | 4.040 | 4.253 |
Basic Materials | 2.700 | 3.594 |
Utilities | 2.690 | 3.093 |
Real Estate | 2.350 | 7.658 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 18.78 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.98 | - | - | |
JPMorgan Global Select Equity A | AU60PER99979 | 8.99 | - | - | |
SPDR Portfolio Aggregate Bond | US78464A6495 | 8.49 | 25.42 | +0.20% | |
JPMorgan Equity Index R6 | - | 8.24 | - | - | |
JP Morgan High Yield Broad (Cincinnati) | - | 7.25 | - | - | |
JPMorgan Growth Advantage R6 | - | 5.01 | - | - | |
JPMorgan Value Advantage R6 | - | 4.99 | - | - | |
JPMorgan Mid Cap Equity R6 | - | 4.76 | - | - | |
Beta International 2009 | - | 4.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -1.15 | 14.10 | 14.99 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 1.43 | 12.40 | 12.81 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 1.11 | 11.40 | 12.18 | ||
IN CollegeChoice Direct Savings Plu | 1.32B | 3.09 | 11.13 | 13.00 |
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