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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.76 | 2.76 | 0.00 |
Shares | 74.69 | 74.69 | 0.00 |
Bonds | 22.54 | 22.54 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.61 | 17.18 |
Price to Book | 2.34 | 2.54 |
Price to Sales | 1.76 | 1.85 |
Price to Cash Flow | 10.23 | 10.52 |
Dividend Yield | 2.28 | 2.22 |
5 Years Earnings Growth | 9.70 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.26 | 21.46 |
Financial Services | 18.13 | 16.44 |
Industrials | 11.72 | 11.48 |
Consumer Cyclical | 10.47 | 10.85 |
Healthcare | 9.93 | 11.69 |
Communication Services | 7.63 | 7.00 |
Consumer Defensive | 6.16 | 6.24 |
Basic Materials | 4.22 | 3.93 |
Energy | 3.83 | 4.09 |
Real Estate | 2.96 | 4.10 |
Utilities | 2.70 | 2.72 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 35.60 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 33.49 | - | - | |
State Street Aggregate Bond Idx | - | 11.34 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.62 | 26.31 | -0.64% | |
State Street Small/Mid Cap Equity Index | - | 7.79 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 1.97 | 96.94 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.26B | 4.84 | 8.38 | 7.63 | ||
State Street Target Retirement 2030 | 3.19B | 4.63 | 7.80 | 7.24 | ||
State Street Target Retirement 2045 | 2.82B | 5.26 | 9.39 | 8.29 | ||
State Street Target Retirement 2050 | 2.42B | 5.39 | 9.82 | 8.47 | ||
State Street Aggregate Bond Index K | 2.24B | 2.41 | 1.47 | 1.40 |
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