
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.00 | 3.00 | 0.00 |
Stocks | 80.27 | 80.27 | 0.00 |
Bonds | 16.70 | 16.70 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.77 | 17.38 |
Price to Book | 2.39 | 2.67 |
Price to Sales | 1.76 | 1.93 |
Price to Cash Flow | 10.86 | 11.19 |
Dividend Yield | 2.17 | 2.06 |
5 Years Earnings Growth | 10.62 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.63 | 22.96 |
Financial Services | 17.17 | 15.94 |
Industrials | 11.80 | 11.22 |
Consumer Cyclical | 11.08 | 11.02 |
Healthcare | 9.73 | 11.65 |
Communication Services | 7.26 | 7.15 |
Consumer Defensive | 5.56 | 5.95 |
Basic Materials | 4.16 | 3.87 |
Energy | 4.08 | 4.04 |
Real Estate | 3.03 | 3.54 |
Utilities | 2.49 | 2.66 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 35.36 | - | - | |
State Street Equity 500 Index II | - | 34.79 | - | - | |
State Street Small/Mid Cap Equity Index | - | 12.63 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.93 | 27.28 | +1.11% | |
State Street Aggregate Bond Idx | - | 7.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.06B | 3.03 | 5.36 | 7.49 | ||
State Street Target Retirement 2030 | 3.03B | 2.93 | 4.97 | 7.10 | ||
State Street Target Retirement 2040 | 2.84B | 3.08 | 5.77 | 7.82 | ||
State Street Target Retirement 2050 | 2.21B | 3.06 | 6.44 | 8.28 | ||
State Street Target Retirement 2025 | 1.92B | 2.76 | 4.33 | 6.48 |
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