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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.55 | 7.23 | 0.68 |
Shares | 56.66 | 58.39 | 1.73 |
Bonds | 36.27 | 36.47 | 0.20 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.37 | 0.37 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.81 | 16.92 |
Price to Book | 2.59 | 2.50 |
Price to Sales | 1.70 | 1.74 |
Price to Cash Flow | 11.09 | 10.48 |
Dividend Yield | 1.96 | 2.21 |
5 Years Earnings Growth | 11.39 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.91 | 20.88 |
Financial Services | 14.31 | 15.05 |
Healthcare | 13.72 | 12.27 |
Industrials | 10.35 | 11.43 |
Consumer Cyclical | 9.70 | 10.58 |
Energy | 6.38 | 4.94 |
Communication Services | 6.31 | 6.54 |
Consumer Defensive | 6.27 | 6.52 |
Basic Materials | 5.58 | 4.43 |
Real Estate | 4.39 | 4.67 |
Utilities | 2.09 | 2.71 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 12.90 | - | - | |
T. Rowe Price Value Z | - | 8.53 | - | - | |
T. Rowe Price Growth Stock Z | - | 8.19 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 7.94 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.67 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.15 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.72 | - | - | |
T. Rowe Price Overseas Stock Z | - | 4.43 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.30 | - | - | |
T. Rowe Price International Value Eq Z | - | 3.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.92B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2040 | 8.78B | 7.67 | 4.82 | 8.61 | ||
T. Rowe Price Retirement 2035 | 8.04B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2025 | 7.44B | 4.90 | 3.09 | 6.93 | ||
T. Rowe Price Retirement 2045 | 5.83B | 8.18 | 5.27 | 8.92 |
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