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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.58 | 2.58 | 0.00 |
Shares | 85.51 | 85.51 | 0.00 |
Bonds | 11.90 | 11.90 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.11 | 17.40 |
Price to Book | 2.38 | 2.58 |
Price to Sales | 1.76 | 1.88 |
Price to Cash Flow | 10.68 | 10.62 |
Dividend Yield | 2.17 | 2.21 |
5 Years Earnings Growth | 10.63 | 10.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.30 | 22.69 |
Financial Services | 17.99 | 16.33 |
Industrials | 11.89 | 11.19 |
Consumer Cyclical | 10.79 | 11.10 |
Healthcare | 10.05 | 11.55 |
Communication Services | 7.42 | 7.21 |
Consumer Defensive | 5.64 | 5.84 |
Basic Materials | 4.26 | 3.84 |
Energy | 4.07 | 4.04 |
Real Estate | 3.13 | 3.64 |
Utilities | 2.47 | 2.57 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 38.34 | - | - | |
State Street Equity 500 Index II | - | 35.11 | - | - | |
State Street Small/Mid Cap Equity Index | - | 14.41 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 10.05 | 26.69 | +0.60% | |
State Street Aggregate Bond Idx | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3B | 0.51 | 4.34 | 7.32 | ||
State Street Target Retirement 2030 | 2.97B | 0.85 | 4.18 | 6.98 | ||
State Street Target Retirement 2040 | 2.78B | 0.21 | 4.57 | 7.62 | ||
State Street Target Retirement 2045 | 2.56B | 0.00 | 4.75 | 7.91 | ||
State Street Target Retirement 2025 | 1.87B | 1.17 | 3.76 | 6.40 |
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