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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.09 | 2.65 | 0.56 |
Shares | 94.96 | 95.21 | 0.25 |
Bonds | 2.48 | 2.51 | 0.03 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.43 | 0.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 17.31 |
Price to Book | 2.71 | 2.58 |
Price to Sales | 1.88 | 1.79 |
Price to Cash Flow | 12.32 | 10.81 |
Dividend Yield | 1.91 | 2.09 |
5 Years Earnings Growth | 11.89 | 11.52 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.85 | 22.08 |
Financial Services | 14.95 | 15.02 |
Healthcare | 12.81 | 12.62 |
Industrials | 10.54 | 11.47 |
Consumer Cyclical | 9.87 | 11.06 |
Communication Services | 5.95 | 6.64 |
Consumer Defensive | 5.90 | 6.29 |
Energy | 5.77 | 4.49 |
Basic Materials | 5.71 | 4.26 |
Real Estate | 4.62 | 3.64 |
Utilities | 2.04 | 2.45 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.52 | - | - | |
T. Rowe Price Growth Stock Z | - | 14.69 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.15 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.14 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.63 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.22 | - | - | |
T. Rowe Price International Stock Z | - | 6.41 | - | - | |
T. Rowe Price Real Assets Z | - | 6.09 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.83 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.06B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 8.93B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.17B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2025 | 7.53B | 4.90 | 3.09 | 6.93 | ||
T. Rowe Price Retirement 2045 | 5.93B | 8.18 | 5.27 | 8.92 |
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