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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.58 | 5.83 | 0.25 |
Shares | 64.14 | 66.08 | 1.94 |
Bonds | 29.69 | 29.75 | 0.06 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 0.39 | 0.40 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | 17.26 |
Price to Book | 2.67 | 2.63 |
Price to Sales | 1.99 | 1.91 |
Price to Cash Flow | 11.83 | 10.87 |
Dividend Yield | 1.99 | 2.12 |
5 Years Earnings Growth | 11.36 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.63 | 22.01 |
Financial Services | 15.71 | 16.04 |
Healthcare | 11.52 | 11.58 |
Industrials | 10.72 | 11.24 |
Consumer Cyclical | 10.11 | 10.82 |
Communication Services | 6.23 | 7.06 |
Energy | 5.61 | 4.20 |
Consumer Defensive | 5.00 | 6.10 |
Basic Materials | 4.99 | 3.88 |
Real Estate | 4.88 | 4.21 |
Utilities | 2.61 | 2.88 |
Number of long holdings: 29
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 11.57 | - | - | |
T. Rowe Price Value Z | - | 10.42 | - | - | |
T. Rowe Price Growth Stock Z | - | 9.15 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 6.72 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 6.55 | - | - | |
T. Rowe Price International Value Eq Z | - | 5.42 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.30 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 4.68 | - | - | |
T. Rowe Price International Stock Z | - | 4.49 | - | - | |
T. Rowe Price Real Assets Z | - | 4.44 | - | - |
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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