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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.61 | 6.92 | 0.31 |
Shares | 49.15 | 50.71 | 1.56 |
Bonds | 43.66 | 43.74 | 0.08 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.99 | 17.60 |
Price to Book | 2.72 | 2.49 |
Price to Sales | 2.02 | 1.82 |
Price to Cash Flow | 11.95 | 10.17 |
Dividend Yield | 1.97 | 2.23 |
5 Years Earnings Growth | 11.35 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.91 | 20.24 |
Financial Services | 15.61 | 15.83 |
Healthcare | 11.49 | 12.01 |
Industrials | 10.51 | 11.11 |
Consumer Cyclical | 10.05 | 10.83 |
Communication Services | 6.32 | 7.02 |
Energy | 5.56 | 4.34 |
Consumer Defensive | 5.07 | 6.61 |
Basic Materials | 4.95 | 4.10 |
Real Estate | 4.89 | 4.77 |
Utilities | 2.63 | 3.18 |
Number of long holdings: 30
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.52 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 12.03 | - | - | |
T. Rowe Price Value Z | - | 7.57 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.54 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.21 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.20 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.87 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.85 | - | - | |
T. Rowe Price International Value Eq Z | - | 3.91 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.05B | 0.82 | 4.65 | 7.34 | ||
T. Rowe Price Retirement 2040 | 8.38B | 0.39 | 5.69 | 8.32 | ||
T. Rowe Price Retirement 2035 | 7.66B | 0.57 | 5.20 | 7.86 | ||
T. Rowe Price Retirement 2025 | 6.46B | 1.03 | 4.24 | 6.78 | ||
T. Rowe Price Retirement 2045 | 5.67B | 0.22 | 6.07 | 8.63 |
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