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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.59 | 6.98 | 2.39 |
Shares | 10.80 | 10.82 | 0.02 |
Bonds | 84.05 | 85.13 | 1.08 |
Convertible | 0.25 | 0.25 | 0.00 |
Preferred | 0.29 | 0.29 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.29 | 13.39 |
Price to Book | 1.97 | 1.67 |
Price to Sales | 1.32 | 1.46 |
Price to Cash Flow | 9.74 | 8.16 |
Dividend Yield | 2.71 | 3.25 |
5 Years Earnings Growth | 9.82 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.35 | 24.40 |
Healthcare | 15.60 | 16.33 |
Industrials | 12.17 | 25.11 |
Technology | 11.79 | 24.50 |
Energy | 8.64 | 12.87 |
Consumer Defensive | 7.97 | 6.77 |
Utilities | 5.90 | 31.34 |
Communication Services | 4.57 | 16.99 |
Consumer Cyclical | 4.43 | 11.85 |
Real Estate | 4.00 | 6.85 |
Basic Materials | 2.57 | 6.46 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price High Yield Z | - | 14.68 | - | - | |
T. Rowe Price New Income Z | - | 11.84 | - | - | |
T. Rowe Price GNMA Z | - | 10.49 | - | - | |
T. Rowe Price Equity Income Z | - | 10.35 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 7.54 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.80 | - | - | |
T. Rowe Price Floating Rate Z | - | 5.66 | - | - | |
T. Rowe Price Short-Term Bond Z | - | 5.29 | - | - | |
T. Rowe Price Dynamic Credit Z | - | 4.94 | - | - | |
T. Rowe Price Dynamic Global Bond Z | - | 4.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.19B | 11.24 | 2.63 | 7.53 | ||
T. Rowe Price Retirement 2040 | 9.22B | 13.79 | 3.58 | 8.60 | ||
T. Rowe Price Retirement 2035 | 8.37B | 12.62 | 3.16 | 8.11 | ||
T. Rowe Price Retirement 2025 | 7.44B | 9.99 | 2.26 | 6.89 | ||
T. Rowe Price Retirement 2045 | 6.19B | 14.56 | 3.99 | 8.93 |
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