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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.56 | 1.56 | 0.00 |
Stocks | 36.15 | 36.15 | 0.00 |
Bonds | 62.25 | 62.25 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.61 | 17.56 |
Price to Book | 2.29 | 2.45 |
Price to Sales | 1.97 | 1.73 |
Price to Cash Flow | 11.52 | 10.06 |
Dividend Yield | 2.44 | 2.25 |
5 Years Earnings Growth | 10.82 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.05 | 19.82 |
Real Estate | 16.37 | 4.70 |
Financial Services | 13.54 | 15.04 |
Industrials | 9.99 | 11.38 |
Healthcare | 9.53 | 12.63 |
Consumer Cyclical | 9.37 | 10.71 |
Communication Services | 6.05 | 6.54 |
Consumer Defensive | 5.24 | 6.88 |
Energy | 3.97 | 4.80 |
Basic Materials | 3.82 | 4.44 |
Utilities | 2.08 | 3.08 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Aggregate Bond Idx | - | 20.65 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 17.98 | 18.45 | -0.03% | |
State Street Equity 500 Index II | - | 16.54 | - | - | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 13.73 | 28.80 | -0.09% | |
State Street Glb All Cap Eq ex-US Idx | - | 12.24 | - | - | |
SPDR® Blmbg High Yield Bd ETF | - | 7.01 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 5.08 | 42.35 | -0.02% | |
SPDR Short Term Corp Bond | US78464A4748 | 3.48 | 29.66 | -0.03% | |
State Street Small/Mid Cap Equity Index | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.87B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.83B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.58B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2045 | 2.37B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2025 | 1.97B | 0.60 | 0.76 | - |
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