Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.430 | 0.270 |
Stocks | 11.920 | 11.920 | 0.000 |
Bonds | 17.920 | 17.930 | 0.010 |
Other | 70.000 | 70.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.821 | 17.477 |
Price to Book | 2.728 | 3.016 |
Price to Sales | 1.956 | 1.903 |
Price to Cash Flow | 11.959 | 10.134 |
Dividend Yield | 1.971 | 2.567 |
5 Years Earnings Growth | 11.579 | 9.600 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.270 | 24.660 |
Financial Services | 15.320 | 14.930 |
Healthcare | 11.110 | 11.868 |
Industrials | 10.820 | 9.834 |
Consumer Cyclical | 10.640 | 9.814 |
Communication Services | 7.410 | 7.372 |
Consumer Defensive | 5.910 | 6.661 |
Energy | 3.900 | 4.221 |
Basic Materials | 3.850 | 3.449 |
Real Estate | 3.030 | 8.327 |
Utilities | 2.750 | 3.301 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 69.99 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.00 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.28 | - | - | |
Vanguard Inflation-Protected Secs I | - | 6.99 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 32.11M | 10.67 | 3.19 | 7.05 | ||
WV SMART529 Direct Age Based 0 8 | 24.95M | 13.42 | 4.32 | 8.61 | ||
WV The Hartford SMART529 Balanced C | 1.85M | 10.39 | 2.62 | 6.75 | ||
WV The Hartford SMART529 Balanced B | 12.35K | 10.57 | 2.82 | 6.95 |
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