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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.56 | 2.60 | 0.04 |
Stocks | 61.80 | 61.80 | 0.00 |
Bonds | 35.60 | 35.60 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.23 | 17.24 |
Price to Book | 2.34 | 2.56 |
Price to Sales | 1.68 | 1.78 |
Price to Cash Flow | 10.63 | 10.66 |
Dividend Yield | 2.26 | 2.13 |
5 Years Earnings Growth | 11.01 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.48 | 21.26 |
Financial Services | 15.08 | 14.79 |
Industrials | 11.34 | 11.63 |
Healthcare | 10.82 | 12.52 |
Consumer Cyclical | 10.81 | 10.87 |
Communication Services | 6.70 | 6.46 |
Consumer Defensive | 5.94 | 6.49 |
Real Estate | 5.92 | 4.24 |
Energy | 4.33 | 4.75 |
Basic Materials | 4.30 | 4.40 |
Utilities | 2.29 | 2.65 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 29.94 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 24.76 | - | - | |
State Street Aggregate Bond Idx | - | 17.21 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 7.49 | 18.38 | 0.00% | |
State Street Small/Mid Cap Equity Index | - | 7.17 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 5.87 | 94.01 | -0.01% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 5.44 | 26.79 | +0.19% | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 1.88 | 41.62 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 2.79B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.54B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2045 | 2.33B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2025 | 1.95B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.94B | 2.08 | 1.59 | - |
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