Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.78 | 1.82 | 0.04 |
Shares | 37.33 | 37.33 | 0.00 |
Bonds | 60.85 | 60.85 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.13 | 17.51 |
Price to Book | 2.26 | 2.44 |
Price to Sales | 1.87 | 1.72 |
Price to Cash Flow | 11.12 | 10.01 |
Dividend Yield | 2.45 | 2.25 |
5 Years Earnings Growth | 10.81 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.78 | 19.81 |
Real Estate | 15.19 | 4.69 |
Financial Services | 13.37 | 15.04 |
Industrials | 9.94 | 11.36 |
Healthcare | 9.84 | 12.66 |
Consumer Cyclical | 9.71 | 10.72 |
Communication Services | 6.20 | 6.55 |
Consumer Defensive | 5.37 | 6.89 |
Energy | 3.85 | 4.79 |
Basic Materials | 3.71 | 4.43 |
Utilities | 2.05 | 3.09 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Aggregate Bond Idx | - | 20.33 | - | - | |
State Street Equity 500 Index II | - | 17.81 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 17.78 | 18.37 | 0.05% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 13.03 | 28.74 | 0.00% | |
State Street Glb All Cap Eq ex-US Idx | - | 12.56 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.96 | 94.36 | +0.10% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 4.75 | 41.13 | +0.22% | |
State Street Small/Mid Cap Equity Index | - | 3.33 | - | - | |
SPDR Short Term Corp Bond | US78464A4748 | 3.31 | 29.62 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.81B | 4.32 | 3.10 | - | ||
State Street Target Retirement 2035 | 2.75B | 4.92 | 3.39 | - | ||
State Street Target Retirement 2040 | 2.51B | 5.42 | 3.74 | - | ||
State Street Target Retirement 2045 | 2.29B | 5.82 | 4.00 | - | ||
State Street Target Retirement 2025 | 1.94B | 3.50 | 2.72 | - |
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