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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.48 | 2.51 | 0.03 |
Shares | 69.10 | 69.10 | 0.00 |
Bonds | 28.35 | 28.35 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 18.07 |
Price to Book | 2.47 | 2.70 |
Price to Sales | 1.86 | 1.96 |
Price to Cash Flow | 10.86 | 11.15 |
Dividend Yield | 2.22 | 2.08 |
5 Years Earnings Growth | 9.20 | 10.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.36 | 22.38 |
Financial Services | 17.83 | 16.49 |
Industrials | 11.92 | 11.49 |
Consumer Cyclical | 10.58 | 10.71 |
Healthcare | 9.14 | 11.21 |
Communication Services | 7.88 | 7.40 |
Consumer Defensive | 5.98 | 6.09 |
Basic Materials | 4.04 | 3.77 |
Energy | 3.70 | 3.97 |
Real Estate | 2.96 | 3.79 |
Utilities | 2.61 | 2.70 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.88 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 30.41 | - | - | |
State Street Aggregate Bond Idx | - | 15.13 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 8.78 | 26.36 | -0.38% | |
State Street Small/Mid Cap Equity Index | - | 6.31 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.65 | 96.72 | +0.02% | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 0.48 | 19.18 | -0.05% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 0.12 | 44.28 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.22B | 8.49 | 9.48 | 7.74 | ||
State Street Target Retirement 2040 | 3.11B | 9.93 | 11.10 | 8.58 | ||
State Street Target Retirement 2045 | 2.9B | 10.38 | 11.71 | 8.93 | ||
State Street Target Retirement 2050 | 2.48B | 10.72 | 12.27 | 9.13 | ||
State Street Aggregate Bond Index K | 2.31B | 3.72 | 1.58 | 1.57 |
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