
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.35 | 3.35 | 0.00 |
Shares | 65.98 | 65.98 | 0.00 |
Bonds | 30.65 | 30.65 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.74 | 17.17 |
Price to Book | 2.40 | 2.59 |
Price to Sales | 1.80 | 1.90 |
Price to Cash Flow | 10.52 | 10.73 |
Dividend Yield | 2.24 | 2.12 |
5 Years Earnings Growth | 10.11 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 21.75 |
Financial Services | 17.89 | 16.50 |
Industrials | 11.35 | 11.26 |
Consumer Cyclical | 10.50 | 10.73 |
Healthcare | 10.10 | 11.80 |
Communication Services | 7.65 | 7.20 |
Consumer Defensive | 5.99 | 6.12 |
Energy | 4.25 | 4.16 |
Basic Materials | 4.09 | 3.86 |
Real Estate | 3.02 | 3.90 |
Utilities | 2.61 | 2.72 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.47 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 28.83 | - | - | |
State Street Aggregate Bond Idx | - | 16.06 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.81 | 25.73 | -1.23% | |
State Street Small/Mid Cap Equity Index | - | 6.03 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.81 | 95.62 | +0.01% | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 0.51 | 18.86 | -0.32% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 0.13 | 44.68 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.13B | 4.63 | 7.80 | 7.24 | ||
State Street Target Retirement 2040 | 2.99B | 5.03 | 8.90 | 7.96 | ||
State Street Target Retirement 2045 | 2.75B | 5.26 | 9.39 | 8.29 | ||
State Street Target Retirement 2050 | 2.35B | 5.39 | 9.82 | 8.47 | ||
State Street Aggregate Bond Index K | 2.16B | 2.41 | 1.47 | 1.40 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review