
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.290 | 9.340 | 0.050 |
Shares | 41.750 | 41.750 | 0.000 |
Bonds | 48.580 | 48.580 | 0.000 |
Convertible | 0.370 | 0.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.045 | 16.966 |
Price to Book | 2.887 | 2.652 |
Price to Sales | 1.931 | 1.885 |
Price to Cash Flow | 11.256 | 11.646 |
Dividend Yield | 1.730 | 2.458 |
5 Years Earnings Growth | 9.753 | 10.245 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.750 | 16.221 |
Technology | 16.120 | 19.727 |
Consumer Cyclical | 14.240 | 9.169 |
Industrials | 13.130 | 10.579 |
Healthcare | 11.040 | 12.035 |
Communication Services | 9.210 | 6.698 |
Consumer Defensive | 6.930 | 7.087 |
Basic Materials | 4.490 | 3.742 |
Energy | 2.870 | 5.731 |
Real Estate | 1.630 | 6.060 |
Utilities | 1.590 | 3.818 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Transamerica Core Bond I2 | - | 18.99 | - | - | |
Madison Core Bond Y | - | 14.11 | - | - | |
Transamerica Short-Term Bond I2 | - | 12.71 | - | - | |
Transamerica WMC US Growth VP Init | - | 11.30 | - | - | |
Madison Investors Y | - | 11.11 | - | - | |
Madison Dividend Income Y | - | 7.69 | - | - | |
Madison Mid Cap Y | - | 4.82 | - | - | |
Transamerica International Growth I2 | - | 3.25 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 3.24 | - | - | |
Transamerica Inflation Opps I2 | - | 1.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.47B | -8.77 | 12.89 | 13.68 | ||
Transamerica JPMorgan Enhanced Inde | 2.85B | -5.88 | 11.81 | 12.07 | ||
Transamerica International Equity I | 2.58B | 11.94 | 9.45 | 4.89 | ||
Transamerica Large Cap Value I2 | 1.59B | -2.00 | 9.11 | 8.72 | ||
Transamerica Asset Allc Mod Gr A | 1.2B | 0.08 | 7.55 | 6.12 |
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