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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.72 | 5.79 | 0.07 |
Shares | 52.00 | 53.87 | 1.87 |
Bonds | 41.83 | 42.10 | 0.27 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.91 | 17.51 |
Price to Book | 2.84 | 2.44 |
Price to Sales | 1.99 | 1.72 |
Price to Cash Flow | 12.48 | 10.01 |
Dividend Yield | 1.79 | 2.25 |
5 Years Earnings Growth | 11.96 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.78 | 19.81 |
Financial Services | 14.18 | 15.04 |
Healthcare | 12.72 | 12.66 |
Industrials | 10.16 | 11.36 |
Consumer Cyclical | 9.74 | 10.72 |
Energy | 6.15 | 4.79 |
Communication Services | 6.10 | 6.55 |
Consumer Defensive | 5.44 | 6.89 |
Basic Materials | 5.39 | 4.43 |
Real Estate | 4.23 | 4.69 |
Utilities | 2.12 | 3.09 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 13.67 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 11.02 | - | - | |
T. Rowe Price Value Z | - | 7.78 | - | - | |
T. Rowe Price Growth Stock Z | - | 7.16 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.48 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.11 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.94 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.65 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.88 | - | - | |
T. Rowe Price International Value Eq Z | - | 3.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.08B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 8.94B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.17B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2025 | 7.53B | 4.90 | 3.09 | 6.93 | ||
T. Rowe Price Retirement 2045 | 5.94B | 8.18 | 5.27 | 8.92 |
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