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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.96 | 2.99 | 0.03 |
Shares | 82.37 | 82.37 | 0.00 |
Bonds | 14.64 | 14.64 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.82 | 17.33 |
Price to Book | 2.32 | 2.58 |
Price to Sales | 1.60 | 1.79 |
Price to Cash Flow | 10.28 | 10.82 |
Dividend Yield | 2.21 | 2.08 |
5 Years Earnings Growth | 11.06 | 11.52 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.63 | 22.15 |
Financial Services | 15.75 | 14.99 |
Industrials | 12.10 | 11.47 |
Consumer Cyclical | 11.17 | 11.04 |
Healthcare | 11.07 | 12.62 |
Communication Services | 6.66 | 6.64 |
Consumer Defensive | 6.04 | 6.28 |
Basic Materials | 4.58 | 4.25 |
Energy | 4.52 | 4.51 |
Real Estate | 3.13 | 3.61 |
Utilities | 2.35 | 2.45 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 36.61 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 35.11 | - | - | |
State Street Small/Mid Cap Equity Index | - | 13.20 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.10 | 26.64 | +0.93% | |
State Street Aggregate Bond Idx | - | 5.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.78B | 4.32 | 3.10 | - | ||
State Street Target Retirement 2035 | 2.72B | 4.92 | 3.39 | - | ||
State Street Target Retirement 2040 | 2.48B | 5.42 | 3.74 | - | ||
State Street Target Retirement 2025 | 1.93B | 3.50 | 2.72 | - | ||
State Street Target Retirement 2050 | 1.89B | 6.16 | 4.26 | - |
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