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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.52 | 1.68 | 0.16 |
Stocks | 97.04 | 97.16 | 0.12 |
Bonds | 0.92 | 0.93 | 0.01 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.64 | 17.09 |
Price to Book | 2.75 | 2.46 |
Price to Sales | 1.93 | 1.78 |
Price to Cash Flow | 12.20 | 10.76 |
Dividend Yield | 1.84 | 2.11 |
5 Years Earnings Growth | 11.98 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.27 | 21.47 |
Financial Services | 14.40 | 16.59 |
Healthcare | 12.64 | 11.55 |
Industrials | 10.47 | 11.45 |
Consumer Cyclical | 9.71 | 11.02 |
Energy | 6.34 | 5.31 |
Communication Services | 5.99 | 6.31 |
Basic Materials | 5.54 | 4.62 |
Consumer Defensive | 5.35 | 5.73 |
Real Estate | 4.24 | 3.77 |
Utilities | 2.04 | 2.19 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.88 | - | - | |
T. Rowe Price Growth Stock Z | - | 15.03 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.30 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.16 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.80 | - | - | |
T. Rowe Price International Value Eq Z | - | 7.39 | - | - | |
T. Rowe Price International Stock Z | - | 6.54 | - | - | |
T. Rowe Price Real Assets Z | - | 6.20 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.89 | - | - | |
T. Rowe Price Mid-Cap Value Z | - | 3.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.09B | 5.97 | 2.18 | 7.32 | ||
T. Rowe Price Retirement 2040 | 9.06B | 8.00 | 3.16 | 8.38 | ||
T. Rowe Price Retirement 2035 | 8.22B | 7.06 | 2.72 | 7.89 | ||
T. Rowe Price Retirement 2025 | 7.45B | 5.09 | 1.80 | 6.70 | ||
T. Rowe Price Retirement 2045 | 6.04B | 8.58 | 3.56 | 8.69 |
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