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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.160 | 5.300 | 1.140 |
Stocks | 20.110 | 20.140 | 0.030 |
Bonds | 75.600 | 75.640 | 0.040 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.032 | 10.742 |
Price to Book | 2.628 | 2.868 |
Price to Sales | 1.886 | 1.060 |
Price to Cash Flow | 11.938 | 9.465 |
Dividend Yield | 1.975 | 1.975 |
5 Years Earnings Growth | 11.751 | 11.751 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.280 | 22.280 |
Financial Services | 14.930 | 14.930 |
Healthcare | 12.460 | 12.460 |
Industrials | 10.340 | 10.340 |
Consumer Cyclical | 9.680 | 9.680 |
Energy | 6.300 | 6.300 |
Communication Services | 6.100 | 6.100 |
Basic Materials | 5.810 | 5.810 |
Consumer Defensive | 5.400 | 5.400 |
Real Estate | 4.460 | 4.460 |
Utilities | 2.230 | 2.230 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price US Limited Dtn TIPS I | - | 40.13 | - | - | |
T. Rowe Price Short-Term Bond I | - | 37.86 | - | - | |
T. Rowe Price Value I | - | 3.47 | - | - | |
T. Rowe Price Blue Chip Growth I | - | 3.18 | - | - | |
T. Rowe Price Equity Index 500 I | - | 2.00 | - | - | |
T. Rowe Price Overseas Stock I | - | 1.65 | - | - | |
T. Rowe Price International Value Eq I | - | 1.59 | - | - | |
T. Rowe Price International Stock I | - | 1.47 | - | - | |
T. Rowe Price Real Assets I | - | 1.39 | - | - | |
T. Rowe Price Small-Cap Stock I | - | 1.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 4.68 | 5.86 | 11.33 | ||
AK T Rowe Price 529 for College | 527.71M | 0.04 | -0.44 | 3.03 | ||
AK University of Alaska College Sae | 458.16M | 4.68 | 5.86 | 11.33 | ||
AK John Hancock Freedom 529 Blue Ch | 245.11M | 11.61 | 5.74 | 12.69 | ||
AK John Hancock Freedom 529 Futurea | 203.04M | 7.16 | 2.84 | 12.94 |
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