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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 42.080 | 42.090 | 0.010 |
Bonds | 62.650 | 64.940 | 2.290 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.733 | 15.980 |
Price to Book | 2.816 | 2.127 |
Price to Sales | 2.010 | 1.564 |
Price to Cash Flow | 11.175 | 8.478 |
Dividend Yield | 1.936 | 2.718 |
5 Years Earnings Growth | 9.862 | 9.477 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.290 | 19.133 |
Financial Services | 14.820 | 15.939 |
Healthcare | 11.690 | 11.475 |
Consumer Cyclical | 9.940 | 10.375 |
Industrials | 9.810 | 10.520 |
Communication Services | 8.340 | 7.037 |
Consumer Defensive | 6.190 | 6.893 |
Energy | 3.930 | 4.204 |
Utilities | 2.920 | 3.127 |
Basic Materials | 2.720 | 3.572 |
Real Estate | 2.340 | 7.725 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Intermediate Bond I | - | 31.96 | - | - | |
Voya US Stock Index Port I | - | 15.03 | - | - | |
Voya Limited Maturity Bond Port I | - | 8.97 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 6.99 | - | - | |
Voya Large Cap Value I | - | 5.03 | - | - | |
Voya International Index Port I | - | 5.02 | - | - | |
Voya Large-Cap Growth I | - | 5.00 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 5.00 | - | - | |
Voya Inflation Protected Bond Plus I | - | 4.97 | - | - | |
Voya Multi-Manager Emerging Markets Eq I | - | 3.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.83B | 0.60 | 13.71 | 12.15 | ||
MI Education Savings Program US Equ | 862.8M | 0.60 | 13.67 | 12.11 | ||
WI Edvest 529 Plan Large Cap Stock | 830.84M | 1.05 | 14.29 | 12.73 | ||
WI Edvest 529 Plan Based Aggressive | 666.13M | 4.65 | 10.00 | 8.36 | ||
OR Oregon College Savings Plan US E | 540.81M | 0.47 | 13.52 | - |
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