Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.78 | 4.32 | 0.54 |
Stocks | 78.24 | 79.15 | 0.91 |
Bonds | 17.48 | 17.59 | 0.11 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.44 | 0.45 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.53 | 17.25 |
Price to Book | 2.75 | 2.63 |
Price to Sales | 1.96 | 1.88 |
Price to Cash Flow | 11.98 | 11.13 |
Dividend Yield | 1.92 | 2.09 |
5 Years Earnings Growth | 11.02 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.75 | 22.15 |
Financial Services | 14.54 | 15.30 |
Healthcare | 13.43 | 12.30 |
Industrials | 10.68 | 11.33 |
Consumer Cyclical | 9.12 | 10.59 |
Communication Services | 5.97 | 6.90 |
Energy | 5.73 | 4.35 |
Consumer Defensive | 5.69 | 6.17 |
Basic Materials | 5.30 | 4.17 |
Real Estate | 4.72 | 4.05 |
Utilities | 2.08 | 2.69 |
Number of long holdings: 28
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 12.84 | - | - | |
T. Rowe Price Growth Stock Z | - | 11.82 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.53 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.47 | - | - | |
T. Rowe Price New Income Z | - | 7.86 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.47 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.17 | - | - | |
T. Rowe Price International Stock Z | - | 5.67 | - | - | |
T. Rowe Price Real Assets Z | - | 5.37 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.93B | 10.65 | 2.29 | 7.57 | ||
T. Rowe Price Retirement 2040 | 9.13B | 13.07 | 3.13 | 8.64 | ||
T. Rowe Price Retirement 2025 | 7.18B | 9.55 | 1.98 | 6.95 | ||
T. Rowe Price Retirement 2045 | 6.15B | 13.81 | 3.51 | 8.97 | ||
T. Rowe Price Retirement 2020 | 5.39B | 9.06 | 1.90 | 6.37 |
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