
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.82 | 5.03 | 0.21 |
Shares | 63.67 | 63.75 | 0.08 |
Bonds | 30.93 | 31.22 | 0.29 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.45 | 0.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 17.17 |
Price to Book | 2.69 | 2.60 |
Price to Sales | 1.98 | 1.90 |
Price to Cash Flow | 11.91 | 10.74 |
Dividend Yield | 2.02 | 2.12 |
5 Years Earnings Growth | 10.12 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.13 | 21.74 |
Financial Services | 15.01 | 16.51 |
Healthcare | 11.48 | 11.80 |
Industrials | 10.62 | 11.24 |
Consumer Cyclical | 9.79 | 10.74 |
Communication Services | 6.16 | 7.20 |
Energy | 5.70 | 4.18 |
Consumer Defensive | 5.37 | 6.12 |
Basic Materials | 4.79 | 3.86 |
Real Estate | 4.60 | 3.90 |
Utilities | 2.35 | 2.72 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Growth Stock Z | - | 10.35 | - | - | |
T. Rowe Price Value Z | - | 10.21 | - | - | |
T. Rowe Price New Income Z | - | 9.91 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 9.32 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 7.10 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 6.83 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.05 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.77 | - | - | |
T. Rowe Price International Stock Z | - | 4.35 | - | - | |
T. Rowe Price Real Assets Z | - | 4.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.31B | 0.74 | 7.06 | 7.18 | ||
T. Rowe Price Retirement 2040 | 8.72B | 0.13 | 8.49 | 8.13 | ||
T. Rowe Price Retirement 2035 | 7.93B | 0.38 | 7.82 | 7.69 | ||
T. Rowe Price Retirement 2025 | 6.54B | 1.03 | 6.40 | 6.64 | ||
T. Rowe Price Retirement 2045 | 5.94B | -0.09 | 8.94 | 8.44 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review