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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 | 16.54 |
Price to Book | 2.80 | 2.47 |
Price to Sales | 2.03 | 1.80 |
Price to Cash Flow | 12.22 | 10.02 |
Dividend Yield | 1.92 | 2.30 |
5 Years Earnings Growth | 10.85 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.38 | 19.92 |
Financial Services | 14.13 | 17.21 |
Healthcare | 12.81 | 11.45 |
Industrials | 10.32 | 11.26 |
Consumer Cyclical | 9.54 | 10.18 |
Communication Services | 6.02 | 6.38 |
Consumer Defensive | 5.80 | 6.60 |
Energy | 5.39 | 5.62 |
Basic Materials | 5.33 | 4.70 |
Real Estate | 4.77 | 3.67 |
Utilities | 2.51 | 3.01 |
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 | 10.59B | 3.78 | 8.10 | 7.43 | ||
T. Rowe Price Retirement 2040 | 9.05B | 4.29 | 9.90 | 8.49 | ||
T. Rowe Price Retirement 2035 | 8.18B | 4.08 | 9.09 | 8.00 | ||
T. Rowe Price Retirement 2025 | 6.64B | 3.56 | 7.27 | 6.84 | ||
T. Rowe Price Retirement 2045 | 6.18B | 4.45 | 10.51 | 8.83 |
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