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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 | 17.23 |
Price to Book | 2.34 | 2.60 |
Price to Sales | 1.86 | 1.89 |
Price to Cash Flow | 10.59 | 10.75 |
Dividend Yield | 2.36 | 2.16 |
5 Years Earnings Growth | 9.56 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.84 | 21.50 |
Financial Services | 17.10 | 16.31 |
Industrials | 10.88 | 11.37 |
Consumer Cyclical | 10.00 | 10.64 |
Healthcare | 9.50 | 11.72 |
Communication Services | 7.41 | 7.01 |
Real Estate | 7.25 | 4.22 |
Consumer Defensive | 5.93 | 6.33 |
Basic Materials | 3.88 | 3.87 |
Energy | 3.62 | 4.19 |
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 | 19.10 | -0.10% | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.20 | 96.94 | -0.08% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 4.48 | 26.31 | -0.64% | |
State Street Small/Mid Cap Equity Index | - | 4.46 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 2.61 | 44.04 | +0.23% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 0.20 | 29.27 | -0.07% | |
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF | - | 0.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.25B | 4.84 | 8.38 | 7.63 | ||
State Street Target Retirement 2040 | 3.05B | 5.03 | 8.90 | 7.96 | ||
State Street Target Retirement 2045 | 2.81B | 5.26 | 9.39 | 8.29 | ||
State Street Target Retirement 2050 | 2.41B | 5.39 | 9.82 | 8.47 | ||
State Street Aggregate Bond Index K | 2.24B | 2.41 | 1.47 | 1.40 |
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