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Name | Net % | Long % | Short % |
---|---|---|---|
Bonds | 108.890 | 109.410 | 0.520 |
Convertible | 0.530 | 0.530 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.282 | 12.617 |
Price to Book | 1.541 | 1.958 |
Price to Sales | 3.088 | 2.603 |
Price to Cash Flow | - | 14.943 |
Dividend Yield | 4.505 | 2.506 |
5 Years Earnings Growth | 4.371 | 15.223 |
Name | Net % | Category Average |
---|---|---|
Securitized | 41.684 | 18.889 |
Government | 36.881 | 25.825 |
Corporate | 29.837 | 45.849 |
Cash | -9.707 | 5.771 |
Municipal | 0.775 | 0.518 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Income I | - | 40.01 | - | - | |
DoubleLine Core Fixed Income I | - | 39.98 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 20.01 | - | - | |
Metropolitan West Total Return Bd Plan | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Plb | 110.73M | -1.50 | -3.15 | 1.11 | ||
MI Savings 100 Fixed Inc Option | 75.54M | -0.81 | -1.91 | 1.53 | ||
WI Edvest 529 Plan Bond Index Portf | 32.97M | -1.48 | -3.18 | 1.07 | ||
WI Tomorrows Scholar 529 Plan Voyia | 3.01M | -0.18 | -2.69 | 0.89 | ||
WI Tomorrows Scholar 529 Plan Voycw | 334.1K | 0.30 | -0.94 | 2.71 |
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