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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.66 | 2.67 | 0.01 |
Stocks | 59.68 | 59.68 | 0.00 |
Bonds | 37.63 | 37.63 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.02 | 17.14 |
Price to Book | 2.29 | 2.55 |
Price to Sales | 1.73 | 1.77 |
Price to Cash Flow | 10.73 | 10.66 |
Dividend Yield | 2.37 | 2.16 |
5 Years Earnings Growth | 10.95 | 11.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.39 | 21.26 |
Financial Services | 15.46 | 14.80 |
Industrials | 11.51 | 11.70 |
Healthcare | 10.53 | 12.45 |
Consumer Cyclical | 10.44 | 10.77 |
Communication Services | 6.74 | 6.56 |
Real Estate | 6.24 | 4.18 |
Consumer Defensive | 5.98 | 6.45 |
Energy | 4.69 | 4.83 |
Basic Materials | 4.54 | 4.38 |
Utilities | 2.50 | 2.67 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 27.98 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 24.81 | - | - | |
State Street Aggregate Bond Idx | - | 18.33 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 8.31 | 18.48 | -0.05% | |
State Street Small/Mid Cap Equity Index | - | 6.71 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.15 | 94.27 | -0.25% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 5.39 | 27.22 | -1.59% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 2.05 | 41.53 | +1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 2.86B | 4.92 | 1.83 | - | ||
State Street Target Retirement 2040 | 2.61B | 5.49 | 2.08 | - | ||
State Street Target Retirement 2045 | 2.4B | 5.90 | 2.31 | - | ||
State Street Target Retirement 2050 | 2B | 6.23 | 2.51 | - | ||
State Street Target Retirement 2025 | 1.98B | 3.50 | 1.37 | - |
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