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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.62 | 2.62 | 0.00 |
Shares | 67.46 | 67.46 | 0.00 |
Bonds | 29.91 | 29.91 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.27 | 17.36 |
Price to Book | 2.43 | 2.64 |
Price to Sales | 1.81 | 1.93 |
Price to Cash Flow | 10.87 | 10.92 |
Dividend Yield | 2.17 | 2.09 |
5 Years Earnings Growth | 10.60 | 11.06 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.84 | 22.31 |
Financial Services | 17.85 | 16.29 |
Industrials | 11.51 | 11.16 |
Consumer Cyclical | 10.78 | 10.88 |
Healthcare | 10.03 | 11.59 |
Communication Services | 7.60 | 7.28 |
Consumer Defensive | 5.76 | 5.92 |
Basic Materials | 4.14 | 3.84 |
Energy | 4.02 | 4.10 |
Real Estate | 2.95 | 3.89 |
Utilities | 2.51 | 2.72 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 30.88 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 30.19 | - | - | |
State Street Aggregate Bond Idx | - | 15.79 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 10.07 | 26.69 | +0.60% | |
State Street Small/Mid Cap Equity Index | - | 8.30 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.65 | 95.02 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
State Street Target Retirement 2025 | 1.88B | 1.17 | 3.76 | 6.40 |
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