
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.59 | 6.32 | 0.73 |
Shares | 44.46 | 45.07 | 0.61 |
Bonds | 49.49 | 49.74 | 0.25 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.82 | 16.64 |
Price to Book | 2.80 | 2.49 |
Price to Sales | 2.03 | 1.80 |
Price to Cash Flow | 12.22 | 10.09 |
Dividend Yield | 1.92 | 2.28 |
5 Years Earnings Growth | 10.85 | 11.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.38 | 20.24 |
Financial Services | 14.13 | 17.02 |
Healthcare | 12.81 | 11.39 |
Industrials | 10.32 | 11.14 |
Consumer Cyclical | 9.54 | 10.32 |
Communication Services | 6.02 | 6.46 |
Consumer Defensive | 5.80 | 6.44 |
Energy | 5.39 | 5.62 |
Basic Materials | 5.33 | 4.70 |
Real Estate | 4.77 | 3.65 |
Utilities | 2.51 | 3.03 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 15.73 | - | - | |
T. Rowe Price New Income Z | - | 15.09 | - | - | |
T. Rowe Price Value Z | - | 6.73 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.16 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.38 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.63 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.41 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.00 | - | - | |
T. Rowe Price Dynamic Global Bond Z | - | 3.45 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 3.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 9.82B | 0.82 | 4.65 | 7.34 | ||
T. Rowe Price Retirement 2040 | 8.13B | 0.39 | 5.69 | 8.32 | ||
T. Rowe Price Retirement 2035 | 7.45B | 0.57 | 5.20 | 7.86 | ||
T. Rowe Price Retirement 2025 | 6.34B | 1.03 | 4.24 | 6.78 | ||
T. Rowe Price Retirement 2045 | 5.48B | 0.22 | 6.07 | 8.63 |
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