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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.94 | 3.22 | 0.28 |
Shares | 93.88 | 93.90 | 0.02 |
Bonds | 2.52 | 2.53 | 0.01 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.60 | 0.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 17.99 |
Price to Book | 2.54 | 2.70 |
Price to Sales | 1.66 | 1.96 |
Price to Cash Flow | 10.93 | 11.13 |
Dividend Yield | 1.98 | 2.07 |
5 Years Earnings Growth | 11.42 | 10.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 22.97 |
Financial Services | 14.47 | 16.54 |
Healthcare | 13.62 | 11.10 |
Industrials | 10.44 | 11.48 |
Consumer Cyclical | 9.73 | 10.88 |
Energy | 6.36 | 3.87 |
Communication Services | 6.32 | 7.40 |
Consumer Defensive | 6.23 | 6.02 |
Basic Materials | 5.58 | 3.74 |
Real Estate | 4.35 | 3.39 |
Utilities | 2.02 | 2.60 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 14.87 | - | - | |
T. Rowe Price Growth Stock Z | - | 14.81 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.07 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.25 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.86 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.84 | - | - | |
T. Rowe Price International Stock Z | - | 6.53 | - | - | |
T. Rowe Price Real Assets Z | - | 6.00 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.83 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.49B | 7.22 | 9.69 | 7.88 | ||
T. Rowe Price Retirement 2040 | 9.01B | 8.47 | 11.92 | 9.01 | ||
T. Rowe Price Retirement 2035 | 8.13B | 7.93 | 10.91 | 8.49 | ||
T. Rowe Price Retirement 2025 | 6.49B | 6.65 | 8.65 | 7.26 | ||
T. Rowe Price Retirement 2045 | 6.16B | 8.89 | 12.65 | 9.38 |
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