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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.15 | 2.15 | 0.00 |
Shares | 46.37 | 46.37 | 0.00 |
Bonds | 51.44 | 51.44 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.39 | 17.17 |
Price to Book | 2.38 | 2.59 |
Price to Sales | 2.04 | 1.90 |
Price to Cash Flow | 11.59 | 10.84 |
Dividend Yield | 2.36 | 2.18 |
5 Years Earnings Growth | 10.20 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.09 | 21.86 |
Financial Services | 15.56 | 16.21 |
Real Estate | 13.61 | 4.61 |
Industrials | 9.86 | 11.07 |
Consumer Cyclical | 9.58 | 10.50 |
Healthcare | 8.98 | 11.37 |
Communication Services | 6.93 | 7.18 |
Consumer Defensive | 5.15 | 6.03 |
Energy | 3.51 | 4.39 |
Basic Materials | 3.49 | 3.89 |
Utilities | 2.24 | 2.90 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 21.16 | - | - | |
State Street Aggregate Bond Idx | - | 20.60 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 18.05 | 19.11 | +0.10% | |
State Street Glb All Cap Eq ex-US Idx | - | 16.90 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.95 | 95.02 | +0.18% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 5.23 | 29.28 | +0.10% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 5.11 | 42.94 | -0.32% | |
State Street Small/Mid Cap Equity Index | - | 4.40 | - | - | |
SPDR Short Term Corp Bond | US78464A4748 | 1.36 | 30.06 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3B | 0.51 | 4.34 | 7.32 | ||
State Street Target Retirement 2030 | 2.98B | 0.85 | 4.18 | 6.98 | ||
State Street Target Retirement 2040 | 2.78B | 0.21 | 4.57 | 7.62 | ||
State Street Target Retirement 2045 | 2.57B | 0.00 | 4.75 | 7.91 | ||
State Street Target Retirement 2050 | 2.17B | -0.20 | 4.99 | 8.05 |
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