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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 5.050 | 5.060 | 0.010 |
Bonds | 105.800 | 108.600 | 2.800 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.270 | 0.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.984 | 15.076 |
Price to Book | 3.779 | 1.880 |
Price to Sales | 2.184 | 2.581 |
Price to Cash Flow | 14.063 | 15.336 |
Dividend Yield | 1.179 | 2.691 |
5 Years Earnings Growth | 9.727 | 13.039 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.040 | 2.076 |
Healthcare | 16.370 | 12.518 |
Consumer Cyclical | 13.350 | 31.189 |
Industrials | 9.920 | 17.219 |
Financial Services | 7.660 | 33.292 |
Utilities | 7.160 | 15.462 |
Communication Services | 4.760 | 14.677 |
Energy | 2.920 | 22.612 |
Real Estate | 2.020 | 13.016 |
Consumer Defensive | 1.950 | 4.984 |
Basic Materials | 1.850 | 22.527 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Intermediate Bond I | - | 53.09 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 15.00 | - | - | |
Voya Limited Maturity Bond Port I | - | 11.84 | - | - | |
Voya Inflation Protected Bond Plus I | - | 7.94 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 5.09 | - | - | |
Voya High Yield Port I | - | 5.00 | - | - | |
Voya MidCap Opportunities I | - | 1.03 | - | - | |
Voya Multi-Manager Mid Cap Value I | - | 1.00 | - | - | |
Nuveen Bond Index R6 | - | 0.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 134.4M | 4.03 | 2.55 | 1.64 | ||
MI Savings 100 Fixed Inc Option | 82.51M | 4.20 | 3.33 | 2.17 | ||
WI Edvest 529 Plan Bond Index Portf | 41.68M | 3.87 | 2.46 | 1.58 | ||
OR Oregon College Savings Plan Divf | 11.46M | 4.16 | 3.43 | - | ||
WI Tomorrows Scholar 529 Plan Voyia | 3M | 4.05 | 2.11 | 1.04 |
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