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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.71 | 2.71 | 0.00 |
Shares | 57.83 | 57.83 | 0.00 |
Bonds | 39.43 | 39.43 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.10 | 17.40 |
Price to Book | 2.34 | 2.62 |
Price to Sales | 1.86 | 1.90 |
Price to Cash Flow | 10.59 | 10.82 |
Dividend Yield | 2.36 | 2.15 |
5 Years Earnings Growth | 9.56 | 10.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.84 | 21.63 |
Financial Services | 17.10 | 16.33 |
Industrials | 10.88 | 11.43 |
Consumer Cyclical | 10.00 | 10.65 |
Healthcare | 9.50 | 11.51 |
Communication Services | 7.41 | 7.07 |
Real Estate | 7.25 | 4.20 |
Consumer Defensive | 5.93 | 6.33 |
Basic Materials | 3.88 | 3.85 |
Energy | 3.62 | 4.16 |
Utilities | 2.59 | 2.87 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 28.61 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 23.79 | - | - | |
State Street Aggregate Bond Idx | - | 19.39 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 9.94 | 19.13 | +0.13% | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.20 | 96.70 | +0.14% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 4.48 | 25.79 | +0.35% | |
State Street Small/Mid Cap Equity Index | - | 4.46 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 2.61 | 43.98 | -0.16% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 0.20 | 29.19 | +0.14% | |
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF | - | 0.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.27B | 8.82 | 12.37 | 8.26 | ||
State Street Target Retirement 2040 | 3.07B | 9.23 | 13.14 | 8.62 | ||
State Street Target Retirement 2045 | 2.84B | 9.57 | 13.82 | 8.96 | ||
State Street Target Retirement 2050 | 2.43B | 9.92 | 14.47 | 9.16 | ||
State Street Aggregate Bond Index K | 2.24B | 3.99 | 2.52 | 1.67 |
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