Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.10 | 5.84 | 0.74 |
Shares | 57.65 | 60.08 | 2.43 |
Bonds | 36.84 | 37.28 | 0.44 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.70 | 16.92 |
Price to Book | 2.78 | 2.50 |
Price to Sales | 1.92 | 1.74 |
Price to Cash Flow | 12.52 | 10.48 |
Dividend Yield | 1.88 | 2.21 |
5 Years Earnings Growth | 11.90 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.23 | 20.88 |
Financial Services | 14.72 | 15.05 |
Healthcare | 12.88 | 12.27 |
Industrials | 10.38 | 11.43 |
Consumer Cyclical | 9.89 | 10.58 |
Communication Services | 6.01 | 6.54 |
Consumer Defensive | 5.93 | 6.52 |
Energy | 5.65 | 4.94 |
Basic Materials | 5.58 | 4.43 |
Real Estate | 4.63 | 4.67 |
Utilities | 2.10 | 2.71 |
Number of long holdings: 29
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 12.78 | - | - | |
T. Rowe Price Value Z | - | 8.87 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 8.55 | - | - | |
T. Rowe Price Growth Stock Z | - | 8.19 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.88 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.62 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.19 | - | - | |
T. Rowe Price Overseas Stock Z | - | 4.46 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.28 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.06B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 8.93B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.17B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2045 | 5.93B | 8.18 | 5.27 | 8.92 | ||
T. Rowe Price Retirement 2020 | 5.74B | 4.44 | 2.76 | 6.34 |
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