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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.47 | 2.47 | 0.00 |
Shares | 67.03 | 67.03 | 0.00 |
Bonds | 30.44 | 30.44 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.48 | 18.16 |
Price to Book | 2.56 | 2.71 |
Price to Sales | 1.93 | 1.97 |
Price to Cash Flow | 11.17 | 11.19 |
Dividend Yield | 2.18 | 2.07 |
5 Years Earnings Growth | 9.29 | 10.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.44 | 22.54 |
Financial Services | 17.65 | 16.46 |
Industrials | 11.81 | 11.52 |
Consumer Cyclical | 10.35 | 10.70 |
Healthcare | 8.86 | 11.12 |
Communication Services | 8.03 | 7.45 |
Consumer Defensive | 5.61 | 6.03 |
Basic Materials | 3.96 | 3.77 |
Energy | 3.67 | 3.97 |
Real Estate | 3.05 | 3.77 |
Utilities | 2.58 | 2.68 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.48 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 28.99 | - | - | |
State Street Aggregate Bond Idx | - | 15.79 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.29 | 26.22 | -0.61% | |
State Street Small/Mid Cap Equity Index | - | 6.11 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.86 | 97.51 | -0.17% | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 0.99 | 19.38 | +0.05% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 0.25 | 45.74 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.21B | 8.49 | 9.48 | 7.74 | ||
State Street Target Retirement 2040 | 3.12B | 9.93 | 11.10 | 8.58 | ||
State Street Target Retirement 2045 | 2.88B | 10.38 | 11.71 | 8.93 | ||
State Street Target Retirement 2050 | 2.49B | 10.72 | 12.27 | 9.13 | ||
State Street Aggregate Bond Index K | 2.35B | 3.72 | 1.58 | 1.57 |
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