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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.05 | 3.74 | 0.69 |
Shares | 79.95 | 80.91 | 0.96 |
Bonds | 16.54 | 16.76 | 0.22 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.38 | 0.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 17.38 |
Price to Book | 2.71 | 2.57 |
Price to Sales | 1.88 | 1.80 |
Price to Cash Flow | 12.32 | 10.81 |
Dividend Yield | 1.91 | 2.10 |
5 Years Earnings Growth | 11.89 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.83 | 21.56 |
Financial Services | 14.94 | 15.04 |
Healthcare | 12.83 | 12.57 |
Industrials | 10.56 | 11.54 |
Consumer Cyclical | 9.87 | 10.94 |
Communication Services | 5.93 | 6.66 |
Consumer Defensive | 5.90 | 6.30 |
Energy | 5.77 | 4.55 |
Basic Materials | 5.72 | 4.29 |
Real Estate | 4.62 | 4.04 |
Utilities | 2.04 | 2.50 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 13.11 | - | - | |
T. Rowe Price Growth Stock Z | - | 12.34 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.69 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.67 | - | - | |
T. Rowe Price New Income Z | - | 7.37 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.54 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.06 | - | - | |
T. Rowe Price International Stock Z | - | 5.45 | - | - | |
T. Rowe Price Real Assets Z | - | 5.18 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.92B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 8.78B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.04B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2025 | 7.44B | 4.90 | 3.09 | 6.93 | ||
T. Rowe Price Retirement 2045 | 5.83B | 8.18 | 5.27 | 8.92 |
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