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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.12 | 2.16 | 0.04 |
Stocks | 49.61 | 49.61 | 0.00 |
Bonds | 48.22 | 48.22 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 16.99 |
Price to Book | 2.30 | 2.51 |
Price to Sales | 1.79 | 1.76 |
Price to Cash Flow | 10.93 | 10.54 |
Dividend Yield | 2.36 | 2.20 |
5 Years Earnings Growth | 10.90 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.56 | 20.95 |
Financial Services | 14.08 | 15.03 |
Real Estate | 11.24 | 4.65 |
Industrials | 10.52 | 11.45 |
Healthcare | 10.27 | 12.23 |
Consumer Cyclical | 10.18 | 10.57 |
Communication Services | 6.42 | 6.54 |
Consumer Defensive | 5.60 | 6.49 |
Energy | 4.05 | 4.97 |
Basic Materials | 3.94 | 4.43 |
Utilities | 2.15 | 2.70 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 23.96 | - | - | |
State Street Aggregate Bond Idx | - | 19.99 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 17.85 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 16.08 | 18.38 | -0.08% | |
SPDR Barclays High Yield Bond | US78468R6229 | 6.80 | 94.03 | -0.22% | |
State Street Small/Mid Cap Equity Index | - | 5.06 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 4.26 | 41.50 | -0.29% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 3.86 | 28.75 | -0.07% | |
SPDR Short Term Corp Bond | US78464A4748 | 1.02 | 29.61 | -0.08% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 0.94 | 26.73 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.84B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.78B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.54B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2045 | 2.32B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2050 | 1.94B | 2.08 | 1.59 | - |
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