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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.78 | 7.52 | 0.74 |
Stocks | 47.83 | 49.16 | 1.33 |
Bonds | 44.90 | 45.14 | 0.24 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.85 | 16.52 |
Price to Book | 2.61 | 2.40 |
Price to Sales | 1.71 | 1.73 |
Price to Cash Flow | 11.13 | 9.88 |
Dividend Yield | 1.95 | 2.29 |
5 Years Earnings Growth | 11.38 | 11.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.03 | 19.78 |
Financial Services | 14.26 | 15.62 |
Healthcare | 13.72 | 11.84 |
Industrials | 10.29 | 11.10 |
Consumer Cyclical | 9.72 | 10.46 |
Communication Services | 6.35 | 6.05 |
Energy | 6.31 | 5.48 |
Consumer Defensive | 6.28 | 6.63 |
Basic Materials | 5.56 | 4.70 |
Real Estate | 4.38 | 5.48 |
Utilities | 2.10 | 2.86 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.57 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 12.60 | - | - | |
T. Rowe Price Value Z | - | 6.97 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.74 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.04 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.79 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.70 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.25 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.67 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.2B | 11.24 | 2.63 | 7.53 | ||
T. Rowe Price Retirement 2040 | 9.22B | 13.79 | 3.58 | 8.60 | ||
T. Rowe Price Retirement 2035 | 8.37B | 12.62 | 3.16 | 8.11 | ||
T. Rowe Price Retirement 2025 | 7.45B | 9.99 | 2.26 | 6.89 | ||
T. Rowe Price Retirement 2045 | 6.18B | 14.56 | 3.99 | 8.93 |
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