Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.520 | 1.570 | 0.050 |
Stocks | 69.560 | 69.560 | 0.000 |
Bonds | 28.990 | 28.990 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.361 | 17.426 |
Price to Book | 2.727 | 2.578 |
Price to Sales | 2.075 | 1.896 |
Price to Cash Flow | 12.285 | 11.195 |
Dividend Yield | 2.140 | 2.225 |
5 Years Earnings Growth | 11.465 | 10.745 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.060 | 21.596 |
Financial Services | 14.420 | 16.433 |
Healthcare | 11.450 | 11.097 |
Industrials | 9.900 | 11.028 |
Real Estate | 9.500 | 4.156 |
Consumer Cyclical | 9.410 | 10.464 |
Communication Services | 6.950 | 6.610 |
Consumer Defensive | 5.880 | 6.778 |
Energy | 3.560 | 4.668 |
Basic Materials | 3.400 | 3.962 |
Utilities | 2.470 | 3.209 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 44.39 | - | - | |
Nuveen Bond Index R6 | - | 20.67 | - | - | |
Nuveen International Eq Idx R6 | - | 16.87 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 5.82 | - | - | |
Vanguard Real Estate Index Institutional | - | 5.03 | - | - | |
Nuveen Emerging Markets Eq Idx R6 | - | 4.28 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.8B | 27.62 | 10.50 | 12.84 | ||
MI Education Savings Program US Equ | 850.72M | 27.56 | 10.46 | 12.79 | ||
WI Edvest 529 Plan Large Cap Stock | 829.78M | 27.93 | 11.32 | 13.21 | ||
WI Edvest 529 Plan Based Aggressive | 637.83M | 16.95 | 6.03 | 8.55 | ||
OR Oregon College Savings Plan US E | 533.47M | 23.00 | 7.66 | - |
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