
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.820 | 0.820 | 0.000 |
Shares | 11.880 | 11.880 | 0.000 |
Bonds | 17.390 | 17.410 | 0.020 |
Other | 69.910 | 69.910 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.607 | 17.614 |
Price to Book | 2.718 | 3.000 |
Price to Sales | 1.997 | 1.898 |
Price to Cash Flow | 11.462 | 9.908 |
Dividend Yield | 2.026 | 2.589 |
5 Years Earnings Growth | 9.213 | 8.811 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.570 | 20.318 |
Financial Services | 16.880 | 15.479 |
Industrials | 11.190 | 9.869 |
Consumer Cyclical | 10.640 | 9.903 |
Healthcare | 9.450 | 11.405 |
Communication Services | 8.100 | 7.591 |
Consumer Defensive | 5.860 | 6.635 |
Energy | 3.530 | 4.081 |
Basic Materials | 3.390 | 3.185 |
Real Estate | 2.760 | 8.259 |
Utilities | 2.630 | 3.275 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 69.90 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.06 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.28 | - | - | |
Vanguard Inflation-Protected Secs I | - | 7.01 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 36.25M | 7.70 | 11.81 | 7.68 | ||
WV SMART529 Direct Age Based 0 8 | 26.94M | 8.82 | 14.76 | 9.35 | ||
WV The Hartford SMART529 Balanced C | 1.78M | 3.60 | 9.39 | 6.94 | ||
WV The Hartford SMART529 Balanced B | 4.27K | 3.72 | 9.60 | 7.15 |
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