Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.63 | 3.28 | 1.65 |
Stocks | 52.39 | 52.39 | 0.00 |
Bonds | 43.44 | 43.44 | 0.00 |
Other | 2.54 | 2.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.33 | 17.19 |
Price to Book | 2.51 | 2.55 |
Price to Sales | 1.93 | 1.77 |
Price to Cash Flow | 11.73 | 10.60 |
Dividend Yield | 2.19 | 2.14 |
5 Years Earnings Growth | 10.94 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.97 | 21.26 |
Financial Services | 14.58 | 14.78 |
Healthcare | 10.76 | 12.55 |
Industrials | 10.42 | 11.60 |
Consumer Cyclical | 10.36 | 10.87 |
Real Estate | 7.44 | 4.24 |
Communication Services | 7.14 | 6.47 |
Consumer Defensive | 6.00 | 6.50 |
Energy | 4.08 | 4.74 |
Basic Materials | 3.99 | 4.39 |
Utilities | 2.27 | 2.65 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.56 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.60 | - | - | |
iShares US Securitized Bond Index | - | 10.52 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 9.38 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 7.89 | - | - | |
iShares TIPS Bond ETF | - | 6.82 | - | - | |
iShares US Long Government Bond Idx | - | 6.04 | - | - | |
iShares US Long Credit Bond Index | - | 3.91 | - | - | |
iShares Developed Real Estate Idx K | - | 2.59 | - | - | |
Blackrock Small Cap Index Fund | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.15B | 0.89 | 0.92 | 2.74 | ||
BlackRock High Yield Bond Instl | 11.73B | 2.04 | 2.88 | 4.45 | ||
BlackRock Strategic Income Opps K | 12.18B | 0.91 | 1.05 | - | ||
BlackRock Total Return Instl | 10.55B | -0.29 | -2.57 | 1.96 | ||
BlackRock LifePath Index 2040 K | 9.35B | 5.70 | 4.74 | 7.95 |
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