Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.67 | 7.02 | 1.35 |
Stocks | 10.88 | 11.11 | 0.23 |
Bonds | 83.07 | 83.96 | 0.89 |
Convertible | 0.13 | 0.13 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.02 | 0.03 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 13.07 |
Price to Book | 2.08 | 1.70 |
Price to Sales | 1.39 | 1.46 |
Price to Cash Flow | 10.13 | 7.72 |
Dividend Yield | 2.68 | 3.71 |
5 Years Earnings Growth | 9.48 | 12.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.74 | 20.01 |
Healthcare | 15.91 | 23.21 |
Industrials | 12.64 | 27.91 |
Technology | 9.82 | 13.96 |
Energy | 8.46 | 21.33 |
Consumer Defensive | 7.94 | 5.59 |
Utilities | 6.23 | 34.20 |
Communication Services | 4.83 | 10.43 |
Consumer Cyclical | 4.63 | 11.69 |
Real Estate | 4.12 | 9.62 |
Basic Materials | 2.69 | 4.86 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price High Yield Z | - | 14.65 | - | - | |
T. Rowe Price New Income Z | - | 13.05 | - | - | |
T. Rowe Price Equity Income Z | - | 10.80 | - | - | |
T. Rowe Price GNMA Z | - | 10.39 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 7.84 | - | - | |
T. Rowe Price Floating Rate Z | - | 5.67 | - | - | |
T. Rowe Price Short-Term Bond Z | - | 5.12 | - | - | |
T. Rowe Price Dynamic Global Bond Z | - | 4.81 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 4.75 | - | - | |
T. Rowe Price Dynamic Credit Z | - | 4.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.15B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.11B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.24B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.51B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.07B | 4.47 | 2.66 | 8.54 |
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