Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.84 | 2.88 | 0.04 |
Stocks | 70.04 | 70.04 | 0.00 |
Bonds | 27.09 | 27.09 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 17.48 |
Price to Book | 2.35 | 2.59 |
Price to Sales | 1.62 | 1.81 |
Price to Cash Flow | 10.42 | 10.89 |
Dividend Yield | 2.21 | 2.08 |
5 Years Earnings Growth | 11.05 | 11.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.88 | 21.64 |
Financial Services | 15.66 | 15.03 |
Industrials | 11.86 | 11.56 |
Consumer Cyclical | 11.16 | 10.93 |
Healthcare | 11.10 | 12.53 |
Communication Services | 6.81 | 6.67 |
Consumer Defensive | 6.12 | 6.27 |
Basic Materials | 4.52 | 4.28 |
Energy | 4.49 | 4.59 |
Real Estate | 3.02 | 4.02 |
Utilities | 2.36 | 2.49 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.32 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 29.85 | - | - | |
State Street Aggregate Bond Idx | - | 14.18 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.15 | 26.73 | -0.50% | |
State Street Small/Mid Cap Equity Index | - | 9.10 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 4.15 | 94.03 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.84B | 0.96 | 0.91 | - | ||
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 2025 | 1.95B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.94B | 2.08 | 1.59 | - |
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