
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 9.680 | 9.700 | 0.020 |
Bonds | 98.920 | 102.530 | 3.610 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.300 | 0.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.951 | 14.493 |
Price to Book | 3.812 | 1.792 |
Price to Sales | 2.241 | 2.543 |
Price to Cash Flow | 14.334 | 14.227 |
Dividend Yield | 1.342 | 2.579 |
5 Years Earnings Growth | 10.413 | 13.838 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.930 | 2.374 |
Healthcare | 15.560 | 12.527 |
Financial Services | 11.310 | 33.637 |
Consumer Cyclical | 10.140 | 30.877 |
Industrials | 8.770 | 16.767 |
Communication Services | 6.190 | 14.645 |
Utilities | 4.410 | 15.367 |
Consumer Defensive | 4.220 | 5.273 |
Energy | 3.500 | 22.698 |
Real Estate | 2.200 | 13.063 |
Basic Materials | 1.770 | 22.523 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Intermediate Bond I | - | 47.19 | - | - | |
Voya Limited Maturity Bond Port I | - | 12.02 | - | - | |
Voya Inflation Protected Bond Plus I | - | 10.05 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 9.04 | - | - | |
Nuveen Bond Index R6 | - | 5.02 | - | - | |
Voya High Yield Port I | - | 4.96 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 4.91 | - | - | |
Voya US Stock Index Port I | - | 4.86 | - | - | |
Voya Multi-Manager Mid Cap Value I | - | 0.99 | - | - | |
Voya MidCap Opportunities I | - | 0.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 131.46M | 3.20 | 1.96 | 1.41 | ||
MI Savings 100 Fixed Inc Option | 81M | 3.23 | 2.42 | 1.91 | ||
WI Edvest 529 Plan Bond Index Portf | 41.27M | 3.10 | 1.91 | 1.36 | ||
OR Oregon College Savings Plan Divf | 11.16M | 2.71 | 1.17 | - | ||
WI Tomorrows Scholar 529 Plan Voyia | 3.08M | 3.24 | 1.59 | 0.92 |
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