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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.22 | 3.33 | 0.11 |
Shares | 86.54 | 87.57 | 1.03 |
Bonds | 9.65 | 9.67 | 0.02 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.52 | 0.53 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.70 | 17.02 |
Price to Book | 2.63 | 2.53 |
Price to Sales | 1.96 | 1.84 |
Price to Cash Flow | 11.72 | 10.42 |
Dividend Yield | 2.02 | 2.22 |
5 Years Earnings Growth | 11.36 | 10.73 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.28 | 21.45 |
Financial Services | 15.84 | 16.43 |
Healthcare | 11.56 | 11.72 |
Industrials | 10.90 | 11.41 |
Consumer Cyclical | 10.11 | 10.88 |
Communication Services | 6.16 | 6.99 |
Energy | 5.64 | 4.16 |
Basic Materials | 5.02 | 3.95 |
Consumer Defensive | 5.01 | 6.17 |
Real Estate | 4.89 | 4.10 |
Utilities | 2.60 | 2.74 |
Number of long holdings: 27
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 14.67 | - | - | |
T. Rowe Price Growth Stock Z | - | 12.59 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.35 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.18 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.56 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.49 | - | - | |
T. Rowe Price International Stock Z | - | 6.32 | - | - | |
T. Rowe Price Real Assets Z | - | 5.92 | - | - | |
T. Rowe Price New Income Z | - | 4.45 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.31B | 0.74 | 7.06 | 7.18 | ||
T. Rowe Price Retirement 2040 | 8.72B | 0.13 | 8.49 | 8.13 | ||
T. Rowe Price Retirement 2035 | 7.93B | 0.38 | 7.82 | 7.69 | ||
T. Rowe Price Retirement 2025 | 6.54B | 1.03 | 6.40 | 6.64 | ||
T. Rowe Price Retirement 2045 | 5.94B | -0.09 | 8.94 | 8.44 |
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