
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.560 | 0.570 | 0.010 |
Shares | 23.960 | 23.960 | 0.000 |
Other | 75.470 | 75.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.412 | 17.454 |
Price to Book | 1.586 | 2.863 |
Price to Sales | 1.295 | 2.094 |
Price to Cash Flow | 7.853 | 11.224 |
Dividend Yield | 3.234 | 2.187 |
5 Years Earnings Growth | 9.776 | 10.294 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.300 | 16.866 |
Industrials | 15.060 | 10.919 |
Technology | 13.470 | 21.832 |
Consumer Cyclical | 11.140 | 9.756 |
Healthcare | 8.740 | 12.693 |
Basic Materials | 6.770 | 3.256 |
Consumer Defensive | 6.160 | 6.586 |
Communication Services | 5.840 | 7.068 |
Energy | 4.680 | 4.780 |
Real Estate | 2.970 | 3.287 |
Utilities | 2.850 | 2.957 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Total Bond Market Index Fund | - | 41.21 | - | - | |
Total Stock Market Index Fund | - | 34.22 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.57 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 0.00 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.66B | -5.38 | 11.36 | 11.62 | ||
MI Education Savings Program US Equ | 812.15M | -5.37 | 11.32 | 11.58 | ||
WI Edvest 529 Plan Large Cap Stock | 784.07M | -4.93 | 12.06 | 12.18 | ||
WI Edvest 529 Plan Based Aggressive | 638.92M | 0.43 | 8.53 | 7.97 | ||
OR Oregon College Savings Plan US E | 521.4M | -5.52 | 11.12 | - |
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