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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.72 | 4.85 | 0.13 |
Stocks | 77.36 | 78.48 | 1.12 |
Bonds | 17.26 | 17.32 | 0.06 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.56 | 0.57 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.35 | 17.56 |
Price to Book | 2.76 | 2.67 |
Price to Sales | 2.05 | 1.94 |
Price to Cash Flow | 12.15 | 11.28 |
Dividend Yield | 1.99 | 2.07 |
5 Years Earnings Growth | 9.68 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.05 | 22.51 |
Financial Services | 15.03 | 15.93 |
Healthcare | 11.16 | 11.63 |
Industrials | 10.50 | 11.22 |
Consumer Cyclical | 10.14 | 10.92 |
Communication Services | 6.32 | 7.25 |
Energy | 5.76 | 4.11 |
Consumer Defensive | 5.27 | 5.94 |
Basic Materials | 4.76 | 3.87 |
Real Estate | 4.59 | 3.89 |
Utilities | 2.40 | 2.73 |
Number of long holdings: 27
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 12.67 | - | - | |
T. Rowe Price Growth Stock Z | - | 12.34 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.64 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 8.58 | - | - | |
T. Rowe Price New Income Z | - | 7.99 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.33 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.07 | - | - | |
T. Rowe Price International Stock Z | - | 5.45 | - | - | |
T. Rowe Price Real Assets Z | - | 5.05 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.33B | 2.93 | 5.53 | 7.49 | ||
T. Rowe Price Retirement 2040 | 8.64B | 3.17 | 6.97 | 8.54 | ||
T. Rowe Price Retirement 2025 | 6.67B | 2.78 | 4.92 | 6.89 | ||
T. Rowe Price Retirement 2045 | 5.83B | 3.19 | 7.48 | 8.87 | ||
T. Rowe Price Retirement 2020 | 5.03B | 2.74 | 4.59 | 6.35 |
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