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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.03 | 3.35 | 0.32 |
Shares | 87.62 | 88.28 | 0.66 |
Bonds | 8.83 | 8.88 | 0.05 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.48 | 0.49 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 17.34 |
Price to Book | 2.76 | 2.56 |
Price to Sales | 1.96 | 1.83 |
Price to Cash Flow | 11.99 | 10.81 |
Dividend Yield | 1.92 | 2.16 |
5 Years Earnings Growth | 11.02 | 11.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 22.04 |
Financial Services | 14.52 | 15.19 |
Healthcare | 13.43 | 12.41 |
Industrials | 10.67 | 11.39 |
Consumer Cyclical | 9.12 | 10.67 |
Communication Services | 5.98 | 6.67 |
Energy | 5.73 | 4.44 |
Consumer Defensive | 5.68 | 6.22 |
Basic Materials | 5.29 | 4.24 |
Real Estate | 4.72 | 4.06 |
Utilities | 2.08 | 2.67 |
Number of long holdings: 28
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 14.36 | - | - | |
T. Rowe Price Growth Stock Z | - | 13.25 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.57 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.49 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.14 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.89 | - | - | |
T. Rowe Price International Stock Z | - | 6.31 | - | - | |
T. Rowe Price Real Assets Z | - | 6.00 | - | - | |
T. Rowe Price New Income Z | - | 3.94 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.89B | 12.78 | 4.17 | 7.97 | ||
T. Rowe Price Retirement 2035 | 8.16B | 14.28 | 4.84 | 8.58 | ||
T. Rowe Price Retirement 2025 | 7.19B | 11.52 | 3.64 | 7.32 | ||
T. Rowe Price Retirement 2045 | 6.06B | 16.27 | 5.85 | 9.41 | ||
T. Rowe Price Retirement 2020 | 5.41B | 10.91 | 3.38 | 6.72 |
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