Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 0.400 | 0.280 |
Stocks | 11.660 | 11.660 | 0.000 |
Bonds | 17.900 | 17.920 | 0.020 |
Other | 70.320 | 70.320 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.621 | 17.446 |
Price to Book | 2.696 | 3.020 |
Price to Sales | 1.944 | 1.905 |
Price to Cash Flow | 11.835 | 10.150 |
Dividend Yield | 2.015 | 2.563 |
5 Years Earnings Growth | 11.411 | 9.562 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.410 | 20.349 |
Financial Services | 15.730 | 14.954 |
Healthcare | 10.800 | 11.802 |
Industrials | 10.780 | 9.789 |
Consumer Cyclical | 10.510 | 9.840 |
Communication Services | 7.590 | 7.404 |
Consumer Defensive | 5.790 | 6.640 |
Energy | 3.960 | 4.193 |
Basic Materials | 3.740 | 3.399 |
Real Estate | 2.950 | 8.321 |
Utilities | 2.750 | 3.313 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 70.30 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.97 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.12 | - | - | |
Vanguard Inflation-Protected Secs I | - | 6.97 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 33.27M | 14.05 | 4.69 | 7.25 | ||
WV SMART529 Direct Age Based 0 8 | 26.12M | 17.74 | 6.30 | 8.86 | ||
WV The Hartford SMART529 Balanced C | 1.91M | 14.31 | 4.49 | 6.93 | ||
WV The Hartford SMART529 Balanced B | 9.51K | 14.49 | 4.68 | 7.12 |
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