Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.41 | 2.42 | 0.01 |
Stocks | 94.61 | 94.96 | 0.35 |
Bonds | 2.47 | 2.49 | 0.02 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.64 | 17.32 |
Price to Book | 2.76 | 2.59 |
Price to Sales | 1.93 | 1.80 |
Price to Cash Flow | 12.20 | 10.91 |
Dividend Yield | 1.84 | 2.10 |
5 Years Earnings Growth | 11.97 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.28 | 22.18 |
Financial Services | 14.40 | 15.01 |
Healthcare | 12.64 | 12.47 |
Industrials | 10.46 | 11.60 |
Consumer Cyclical | 9.71 | 10.93 |
Energy | 6.34 | 4.58 |
Communication Services | 5.99 | 6.75 |
Basic Materials | 5.54 | 4.24 |
Consumer Defensive | 5.35 | 6.23 |
Real Estate | 4.24 | 3.54 |
Utilities | 2.04 | 2.47 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.49 | - | - | |
T. Rowe Price Growth Stock Z | - | 14.66 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.13 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.11 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.61 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.20 | - | - | |
T. Rowe Price International Stock Z | - | 6.40 | - | - | |
T. Rowe Price Real Assets Z | - | 6.07 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.82 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.97B | 5.97 | 2.18 | 7.32 | ||
T. Rowe Price Retirement 2040 | 8.99B | 8.00 | 3.16 | 8.38 | ||
T. Rowe Price Retirement 2035 | 8.15B | 7.06 | 2.72 | 7.89 | ||
T. Rowe Price Retirement 2025 | 7.38B | 5.09 | 1.80 | 6.70 | ||
T. Rowe Price Retirement 2045 | 5.98B | 8.58 | 3.56 | 8.69 |
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