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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.73 | 6.44 | 0.71 |
Stocks | 47.30 | 49.00 | 1.70 |
Bonds | 46.50 | 46.74 | 0.24 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.83 | 16.60 |
Price to Book | 2.81 | 2.48 |
Price to Sales | 2.03 | 1.83 |
Price to Cash Flow | 12.23 | 10.24 |
Dividend Yield | 1.92 | 2.22 |
5 Years Earnings Growth | 10.85 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.31 | 20.39 |
Financial Services | 14.18 | 15.85 |
Healthcare | 12.83 | 11.59 |
Industrials | 10.34 | 10.93 |
Consumer Cyclical | 9.54 | 10.39 |
Communication Services | 6.00 | 6.26 |
Consumer Defensive | 5.81 | 6.46 |
Energy | 5.40 | 5.10 |
Basic Materials | 5.32 | 4.55 |
Real Estate | 4.77 | 5.52 |
Utilities | 2.52 | 2.97 |
Number of long holdings: 29
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.71 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 13.72 | - | - | |
T. Rowe Price Value Z | - | 7.25 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.59 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.24 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.93 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.82 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.74 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.48 | - | - | |
T. Rowe Price International Value Eq Z | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.51B | 14.12 | 4.10 | 7.77 | ||
T. Rowe Price Retirement 2040 | 8.76B | 17.44 | 5.42 | 8.91 | ||
T. Rowe Price Retirement 2035 | 7.93B | 15.89 | 4.81 | 8.39 | ||
T. Rowe Price Retirement 2025 | 6.87B | 12.60 | 3.58 | 7.12 | ||
T. Rowe Price Retirement 2045 | 5.89B | 18.47 | 5.94 | 9.26 |
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