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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.40 | 3.40 | 0.00 |
Shares | 73.29 | 73.29 | 0.00 |
Bonds | 23.30 | 23.30 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.67 | 17.01 |
Price to Book | 2.38 | 2.53 |
Price to Sales | 1.78 | 1.84 |
Price to Cash Flow | 10.44 | 10.41 |
Dividend Yield | 2.23 | 2.22 |
5 Years Earnings Growth | 10.13 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.42 | 21.47 |
Financial Services | 17.98 | 16.42 |
Industrials | 11.49 | 11.43 |
Consumer Cyclical | 10.53 | 10.87 |
Healthcare | 10.11 | 11.71 |
Communication Services | 7.61 | 7.00 |
Consumer Defensive | 5.97 | 6.17 |
Energy | 4.27 | 4.15 |
Basic Materials | 4.14 | 3.94 |
Real Estate | 2.88 | 4.10 |
Utilities | 2.60 | 2.74 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 36.13 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 32.17 | - | - | |
State Street Aggregate Bond Idx | - | 11.58 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 10.10 | 25.73 | -1.23% | |
State Street Small/Mid Cap Equity Index | - | 7.73 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 2.00 | 95.62 | +0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.19B | 4.84 | 8.38 | 7.63 | ||
State Street Target Retirement 2030 | 3.13B | 4.63 | 7.80 | 7.24 | ||
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 |
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