
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.65 | 2.65 | 0.00 |
Stocks | 75.39 | 75.39 | 0.00 |
Bonds | 21.95 | 21.95 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.37 | 17.44 |
Price to Book | 2.47 | 2.61 |
Price to Sales | 1.82 | 1.88 |
Price to Cash Flow | 11.12 | 10.85 |
Dividend Yield | 2.12 | 2.16 |
5 Years Earnings Growth | 10.31 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.10 | 22.18 |
Financial Services | 17.53 | 15.89 |
Industrials | 11.66 | 11.38 |
Consumer Cyclical | 11.18 | 11.03 |
Healthcare | 9.93 | 11.61 |
Communication Services | 7.62 | 7.05 |
Consumer Defensive | 5.50 | 6.03 |
Basic Materials | 4.13 | 3.94 |
Energy | 3.99 | 4.09 |
Real Estate | 2.91 | 4.06 |
Utilities | 2.45 | 2.74 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.72 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 32.95 | - | - | |
State Street Aggregate Bond Idx | - | 10.97 | - | - | |
State Street Small/Mid Cap Equity Index | - | 10.84 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.59 | 27.36 | +0.37% | |
SPDR Barclays High Yield Bond | US78468R6229 | 1.77 | 95.02 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 3.01B | 3.03 | 5.36 | 7.49 | ||
State Street Target Retirement 2030 | 2.99B | 2.93 | 4.97 | 7.10 | ||
State Street Target Retirement 2045 | 2.56B | 3.03 | 6.09 | 8.11 | ||
State Street Target Retirement 2050 | 2.17B | 3.06 | 6.44 | 8.28 | ||
State Street Target Retirement 2025 | 1.9B | 2.76 | 4.33 | 6.48 |
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