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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.43 | 6.59 | 0.16 |
Shares | 63.58 | 66.88 | 3.30 |
Bonds | 29.40 | 29.53 | 0.13 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 0.41 | 0.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.46 | 17.85 |
Price to Book | 2.80 | 2.68 |
Price to Sales | 2.10 | 1.94 |
Price to Cash Flow | 11.65 | 11.02 |
Dividend Yield | 1.91 | 2.12 |
5 Years Earnings Growth | 9.82 | 10.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.43 | 22.12 |
Financial Services | 16.25 | 16.27 |
Industrials | 11.12 | 11.55 |
Healthcare | 9.65 | 11.17 |
Consumer Cyclical | 9.56 | 10.65 |
Communication Services | 7.11 | 7.21 |
Basic Materials | 5.31 | 3.82 |
Energy | 5.27 | 4.08 |
Real Estate | 4.59 | 4.06 |
Consumer Defensive | 4.53 | 6.23 |
Utilities | 2.18 | 2.86 |
Number of long holdings: 30
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 11.16 | - | - | |
T. Rowe Price Growth Stock Z | - | 9.98 | - | - | |
T. Rowe Price Value Z | - | 9.87 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 6.89 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 6.56 | - | - | |
T. Rowe Price International Value Eq Z | - | 5.77 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 5.22 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.13 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.39 | - | - | |
T. Rowe Price Real Assets Z | - | 4.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2040 | 8.99B | 8.47 | 11.92 | 9.01 | ||
T. Rowe Price Retirement 2035 | 8.13B | 7.93 | 10.91 | 8.49 | ||
T. Rowe Price Retirement 2025 | 6.53B | 6.65 | 8.65 | 7.26 | ||
T. Rowe Price Retirement 2045 | 6.13B | 8.89 | 12.65 | 9.38 | ||
T. Rowe Price Retirement 2050 | 5.18B | 9.03 | 12.87 | 9.45 |
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