
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.73 | 2.73 | 0.00 |
Shares | 80.68 | 80.68 | 0.00 |
Bonds | 16.57 | 16.57 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.55 | 17.21 |
Price to Book | 2.32 | 2.61 |
Price to Sales | 1.74 | 1.90 |
Price to Cash Flow | 10.17 | 10.78 |
Dividend Yield | 2.28 | 2.11 |
5 Years Earnings Growth | 9.71 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.06 | 22.24 |
Financial Services | 18.18 | 16.57 |
Industrials | 11.84 | 11.25 |
Consumer Cyclical | 10.47 | 10.90 |
Healthcare | 9.94 | 11.70 |
Communication Services | 7.58 | 7.17 |
Consumer Defensive | 6.12 | 6.14 |
Basic Materials | 4.26 | 3.83 |
Energy | 3.84 | 4.03 |
Real Estate | 3.03 | 3.52 |
Utilities | 2.69 | 2.63 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 37.18 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 36.19 | - | - | |
State Street Small/Mid Cap Equity Index | - | 9.64 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.61 | 26.31 | -0.64% | |
State Street Aggregate Bond Idx | - | 7.20 | - | - |
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 2040 | 3.06B | 5.03 | 8.90 | 7.96 | ||
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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review