
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.830 | 1.210 | 0.380 |
Shares | 80.560 | 80.560 | 0.000 |
Bonds | 18.560 | 18.570 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.481 | 17.286 |
Price to Book | 2.620 | 2.424 |
Price to Sales | 1.920 | 1.794 |
Price to Cash Flow | 11.164 | 10.401 |
Dividend Yield | 2.064 | 2.251 |
5 Years Earnings Growth | 10.177 | 10.904 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.260 | 19.509 |
Financial Services | 17.080 | 15.864 |
Industrials | 10.700 | 10.839 |
Healthcare | 10.560 | 11.852 |
Consumer Cyclical | 10.500 | 10.674 |
Communication Services | 7.720 | 8.279 |
Consumer Defensive | 5.930 | 6.478 |
Energy | 4.100 | 3.773 |
Basic Materials | 3.510 | 3.647 |
Real Estate | 2.890 | 6.278 |
Utilities | 2.750 | 2.813 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.81 | - | - | |
Vanguard Total Intl Stock Index I | - | 25.79 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.78 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 70.62M | 1.24 | 3.26 | 2.95 | ||
WV SMART529 Direct Age Based 9 13 | 34.19M | 0.79 | 7.31 | 6.83 | ||
WV The Hartford SMART529 Balanced C | 1.73M | -2.40 | 5.02 | 6.16 | ||
WV The Hartford SMART529 Balanced B | 4.27K | -2.33 | 5.21 | 6.37 |
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