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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.65 | 2.65 | 0.00 |
Shares | 85.55 | 85.55 | 0.00 |
Bonds | 11.78 | 11.78 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.49 | 17.37 |
Price to Book | 2.30 | 2.55 |
Price to Sales | 1.72 | 1.86 |
Price to Cash Flow | 10.10 | 10.54 |
Dividend Yield | 2.27 | 2.25 |
5 Years Earnings Growth | 9.72 | 10.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.84 | 22.21 |
Financial Services | 18.24 | 16.58 |
Industrials | 11.98 | 11.32 |
Consumer Cyclical | 10.46 | 10.94 |
Healthcare | 9.95 | 11.66 |
Communication Services | 7.53 | 7.12 |
Consumer Defensive | 6.07 | 6.07 |
Basic Materials | 4.30 | 3.85 |
Energy | 3.86 | 4.04 |
Real Estate | 3.10 | 3.66 |
Utilities | 2.67 | 2.56 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 38.33 | - | - | |
State Street Equity 500 Index II | - | 37.94 | - | - | |
State Street Small/Mid Cap Equity Index | - | 11.71 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.62 | 26.31 | -0.64% | |
State Street Aggregate Bond Idx | - | 2.24 | - | - |
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 2045 | 2.82B | 5.26 | 9.39 | 8.29 | ||
State Street Aggregate Bond Index K | 2.24B | 2.41 | 1.47 | 1.40 |
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