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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.70 | 2.70 | 0.00 |
Shares | 74.74 | 74.74 | 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 | 17.22 | 17.22 |
Price to Book | 2.42 | 2.57 |
Price to Sales | 1.79 | 1.87 |
Price to Cash Flow | 10.82 | 10.62 |
Dividend Yield | 2.17 | 2.18 |
5 Years Earnings Growth | 10.61 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.68 | 22.00 |
Financial Services | 17.89 | 16.19 |
Industrials | 11.62 | 11.34 |
Consumer Cyclical | 10.78 | 10.99 |
Healthcare | 10.04 | 11.58 |
Communication Services | 7.55 | 7.06 |
Consumer Defensive | 5.73 | 6.01 |
Basic Materials | 4.18 | 3.92 |
Energy | 4.03 | 4.09 |
Real Estate | 3.00 | 4.08 |
Utilities | 2.50 | 2.74 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 33.46 | - | - | |
State Street Equity 500 Index II | - | 33.18 | - | - | |
State Street Aggregate Bond Idx | - | 11.21 | - | - | |
State Street Small/Mid Cap Equity Index | - | 10.20 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 10.03 | 26.69 | +0.60% | |
SPDR Barclays High Yield Bond | US78468R6229 | 1.75 | 95.02 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 2.95B | 0.51 | 4.34 | 7.32 | ||
State Street Target Retirement 2030 | 2.93B | 0.85 | 4.18 | 6.98 | ||
State Street Target Retirement 2045 | 2.52B | 0.00 | 4.75 | 7.91 | ||
State Street Target Retirement 2050 | 2.13B | -0.20 | 4.99 | 8.05 | ||
State Street Target Retirement 2025 | 1.85B | 1.17 | 3.76 | 6.40 |
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