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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 0.010 | 0.010 | 0.000 |
Bonds | 117.920 | 121.450 | 3.530 |
Convertible | 0.450 | 0.450 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.282 | 16.120 |
Price to Book | 1.541 | 2.161 |
Price to Sales | 3.088 | 2.717 |
Price to Cash Flow | - | 15.232 |
Dividend Yield | 4.505 | 2.733 |
5 Years Earnings Growth | 4.371 | 13.299 |
Name | Net % | Category Average |
---|---|---|
Government | 50.736 | 26.087 |
Securitized | 42.590 | 17.410 |
Corporate | 26.654 | 45.662 |
Cash | -21.167 | 4.597 |
Municipal | 0.579 | 0.475 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DoubleLine Core Fixed Income I | - | 40.00 | - | - | |
Dodge & Cox Income I | - | 39.99 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 20.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 133.5M | 3.70 | 1.61 | 1.52 | ||
MI Savings 100 Fixed Inc Option | 81.89M | 4.09 | 2.32 | 2.10 | ||
WI Edvest 529 Plan Bond Index Portf | 40.96M | 3.61 | 1.57 | 1.47 | ||
WI Tomorrows Scholar 529 Plan Voyia | 3M | 3.51 | 1.10 | 0.96 | ||
WI Tomorrows Scholar 529 Plan Voycw | 495.13K | 3.61 | 3.54 | 3.10 |
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