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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.36 | 2.36 | 0.00 |
Shares | 58.98 | 58.98 | 0.00 |
Bonds | 38.63 | 38.63 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.23 | 17.15 |
Price to Book | 2.42 | 2.61 |
Price to Sales | 1.86 | 1.85 |
Price to Cash Flow | 11.27 | 10.97 |
Dividend Yield | 2.20 | 2.12 |
5 Years Earnings Growth | 11.53 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.47 | 21.81 |
Financial Services | 15.49 | 15.11 |
Industrials | 11.06 | 11.38 |
Healthcare | 10.31 | 12.31 |
Consumer Cyclical | 10.26 | 10.52 |
Real Estate | 7.02 | 4.27 |
Communication Services | 6.83 | 6.70 |
Consumer Defensive | 5.72 | 6.36 |
Basic Materials | 4.32 | 4.26 |
Energy | 3.92 | 4.51 |
Utilities | 2.60 | 2.81 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 27.73 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 23.80 | - | - | |
State Street Aggregate Bond Idx | - | 18.90 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 9.03 | 18.72 | +0.32% | |
State Street Small/Mid Cap Equity Index | - | 6.73 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.15 | 97.11 | +0.26% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 5.05 | 27.70 | +0.86% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 2.38 | 46.86 | +1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.04B | 10.30 | 2.19 | 7.60 | ||
State Street Target Retirement 2040 | 2.84B | 11.05 | 2.41 | 7.93 | ||
State Street Target Retirement 2045 | 2.61B | 11.57 | 2.61 | 8.22 | ||
State Street Target Retirement 2050 | 2.2B | 12.03 | 2.83 | 8.35 | ||
State Street Target Retirement 2025 | 1.99B | 8.70 | 1.83 | 6.58 |
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