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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.140 | 9.240 | 0.100 |
Stocks | 48.840 | 48.840 | 0.000 |
Bonds | 40.750 | 41.160 | 0.410 |
Convertible | 0.700 | 0.700 | 0.000 |
Other | 0.580 | 0.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.735 | 26.482 |
Price to Book | 2.723 | 5.862 |
Price to Sales | 2.044 | 3.764 |
Price to Cash Flow | 10.597 | 17.637 |
Dividend Yield | 1.685 | 0.815 |
5 Years Earnings Growth | 12.360 | 15.007 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.140 | 37.153 |
Healthcare | 16.830 | 14.323 |
Industrials | 13.500 | 6.172 |
Consumer Cyclical | 10.500 | 15.231 |
Financial Services | 10.130 | 8.044 |
Consumer Defensive | 6.170 | 3.782 |
Communication Services | 6.150 | 11.622 |
Basic Materials | 4.870 | 1.822 |
Energy | 3.420 | 1.449 |
Real Estate | 1.890 | 1.571 |
Utilities | 1.390 | 0.537 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond | US35473P5531 | 16.50 | 20.93 | +0.12% | |
Franklin Growth Adv | - | 11.54 | - | - | |
Franklin Liberty Investment Grade Corporate | US35473P6034 | 7.89 | 20.97 | +0.10% | |
Franklin Rising Dividends Adv | - | 7.47 | - | - | |
Franklin LibertyQ U.S. Equity | US35473P8014 | 7.37 | 52.13 | +0.95% | |
Franklin U.S. Treasury Bond | US35473P4880 | 5.90 | 20.11 | +0.12% | |
Vanguard S&P 500 | US9229083632 | 4.92 | 474.80 | +1.03% | |
Franklin Growth Opportunities Adv | - | 4.80 | - | - | |
Franklin US Government Secs Adv | - | 3.64 | - | - | |
Franklin Intl Growth Adv | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NJ BEST SP 500 Index | 298.4M | 10.44 | 11.34 | 12.77 | ||
NJ Franklin Templeton 529 SP 500 In | 209.74M | 10.34 | 10.90 | 12.32 | ||
NJ BEST Franklin Mod Allocation 17+ | 13.6M | 3.26 | 1.83 | 1.75 |
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