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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.01 | 4.21 | 0.20 |
Shares | 76.70 | 77.84 | 1.14 |
Bonds | 18.66 | 18.70 | 0.04 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.48 | 0.49 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.69 | 17.36 |
Price to Book | 2.63 | 2.64 |
Price to Sales | 1.96 | 1.93 |
Price to Cash Flow | 11.71 | 10.92 |
Dividend Yield | 2.02 | 2.09 |
5 Years Earnings Growth | 11.36 | 11.06 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.25 | 22.31 |
Financial Services | 15.85 | 16.29 |
Healthcare | 11.55 | 11.59 |
Industrials | 10.90 | 11.16 |
Consumer Cyclical | 10.10 | 10.88 |
Communication Services | 6.15 | 7.28 |
Energy | 5.65 | 4.10 |
Basic Materials | 5.03 | 3.84 |
Consumer Defensive | 5.00 | 5.92 |
Real Estate | 4.91 | 3.89 |
Utilities | 2.60 | 2.72 |
Number of long holdings: 27
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 12.98 | - | - | |
T. Rowe Price Growth Stock Z | - | 11.15 | - | - | |
T. Rowe Price New Income Z | - | 8.59 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.30 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.17 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.75 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.63 | - | - | |
T. Rowe Price International Stock Z | - | 5.60 | - | - | |
T. Rowe Price Real Assets Z | - | 5.28 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.37 | - | - |
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 2025 | 6.46B | 1.03 | 4.24 | 6.78 | ||
T. Rowe Price Retirement 2045 | 5.67B | 0.22 | 6.07 | 8.63 | ||
T. Rowe Price Retirement 2020 | 4.89B | 1.18 | 4.04 | 6.25 |
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