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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.61 | 3.68 | 0.07 |
Shares | 86.99 | 88.01 | 1.02 |
Bonds | 8.74 | 8.77 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.61 | 0.62 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.35 | 17.44 |
Price to Book | 2.76 | 2.61 |
Price to Sales | 2.05 | 1.88 |
Price to Cash Flow | 12.16 | 10.85 |
Dividend Yield | 1.99 | 2.16 |
5 Years Earnings Growth | 9.68 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.04 | 22.18 |
Financial Services | 15.04 | 15.89 |
Healthcare | 11.17 | 11.61 |
Industrials | 10.52 | 11.38 |
Consumer Cyclical | 10.15 | 11.03 |
Communication Services | 6.33 | 7.05 |
Energy | 5.75 | 4.09 |
Consumer Defensive | 5.28 | 6.03 |
Basic Materials | 4.75 | 3.94 |
Real Estate | 4.57 | 4.06 |
Utilities | 2.40 | 2.74 |
Number of long holdings: 28
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 14.26 | - | - | |
T. Rowe Price Growth Stock Z | - | 13.85 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.68 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.61 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.12 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.79 | - | - | |
T. Rowe Price International Stock Z | - | 6.12 | - | - | |
T. Rowe Price Real Assets Z | - | 5.64 | - | - | |
T. Rowe Price New Income Z | - | 4.02 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.21B | 2.93 | 5.53 | 7.49 | ||
T. Rowe Price Retirement 2040 | 8.51B | 3.17 | 6.97 | 8.54 | ||
T. Rowe Price Retirement 2035 | 7.77B | 3.08 | 6.30 | 8.06 | ||
T. Rowe Price Retirement 2025 | 6.6B | 2.78 | 4.92 | 6.89 | ||
T. Rowe Price Retirement 2045 | 5.75B | 3.19 | 7.48 | 8.87 |
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