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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.84 | 2.88 | 0.04 |
Shares | 70.04 | 70.04 | 0.00 |
Bonds | 27.09 | 27.09 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 17.38 |
Price to Book | 2.35 | 2.57 |
Price to Sales | 1.62 | 1.80 |
Price to Cash Flow | 10.42 | 10.81 |
Dividend Yield | 2.21 | 2.10 |
5 Years Earnings Growth | 11.05 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.88 | 21.56 |
Financial Services | 15.66 | 15.04 |
Industrials | 11.86 | 11.54 |
Consumer Cyclical | 11.16 | 10.94 |
Healthcare | 11.10 | 12.57 |
Communication Services | 6.81 | 6.66 |
Consumer Defensive | 6.12 | 6.30 |
Basic Materials | 4.52 | 4.29 |
Energy | 4.49 | 4.55 |
Real Estate | 3.02 | 4.04 |
Utilities | 2.36 | 2.50 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.32 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 29.85 | - | - | |
State Street Aggregate Bond Idx | - | 14.18 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.15 | 26.27 | +0.62% | |
State Street Small/Mid Cap Equity Index | - | 9.10 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.15 | 92.97 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.79B | 4.32 | 3.10 | - | ||
State Street Target Retirement 2040 | 2.49B | 5.42 | 3.74 | - | ||
State Street Target Retirement 2045 | 2.27B | 5.82 | 4.00 | - | ||
State Street Target Retirement 2025 | 1.93B | 3.50 | 2.72 | - | ||
State Street Target Retirement 2050 | 1.9B | 6.16 | 4.26 | - |
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