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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.420 | 4.930 | 0.510 |
Stocks | 63.390 | 63.600 | 0.210 |
Bonds | 31.520 | 31.880 | 0.360 |
Convertible | 0.130 | 0.130 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 0.450 | 0.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.640 | 18.263 |
Price to Book | 2.671 | 2.922 |
Price to Sales | 1.915 | 2.056 |
Price to Cash Flow | 11.653 | 11.878 |
Dividend Yield | 1.951 | 2.138 |
5 Years Earnings Growth | 11.307 | 11.183 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.250 | 23.223 |
Financial Services | 15.020 | 15.345 |
Healthcare | 12.720 | 13.212 |
Industrials | 10.980 | 10.684 |
Consumer Cyclical | 8.880 | 9.288 |
Energy | 6.470 | 5.261 |
Communication Services | 6.230 | 7.047 |
Consumer Defensive | 5.800 | 6.478 |
Basic Materials | 5.170 | 3.416 |
Real Estate | 4.230 | 3.238 |
Utilities | 2.250 | 2.809 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Spectrum Income I | - | 37.63 | - | - | |
T. Rowe Price Value I | - | 10.07 | - | - | |
T. Rowe Price Blue Chip Growth I | - | 8.90 | - | - | |
T. Rowe Price US Large-Cap Core I | - | 6.32 | - | - | |
T. Rowe Price Equity Index 500 I | - | 6.29 | - | - | |
T. Rowe Price Overseas Stock I | - | 4.89 | - | - | |
T. Rowe Price International Value Eq I | - | 4.72 | - | - | |
T. Rowe Price International Stock I | - | 4.30 | - | - | |
T. Rowe Price Real Assets I | - | 4.00 | - | - | |
T. Rowe Price Small-Cap Stock I | - | 3.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 17.53 | 7.42 | 11.87 | ||
MD Maryland College Investment Plap | 1.24B | 6.32 | 1.25 | 5.58 | ||
AK T Rowe Price 529 for College | 527.71M | 5.86 | 0.53 | 3.39 | ||
AK University of Alaska College Sae | 458.16M | 17.53 | 7.42 | 11.87 | ||
AK John Hancock Freedom 529 Blue Ch | 270.43M | 16.81 | 5.46 | 13.48 |
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