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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.51 | 2.51 | 0.00 |
Stocks | 76.15 | 76.15 | 0.00 |
Bonds | 21.31 | 21.31 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.25 | 17.34 |
Price to Book | 2.37 | 2.53 |
Price to Sales | 1.69 | 1.76 |
Price to Cash Flow | 10.69 | 10.60 |
Dividend Yield | 2.18 | 2.16 |
5 Years Earnings Growth | 11.02 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.20 | 21.61 |
Financial Services | 16.14 | 14.90 |
Industrials | 12.19 | 11.62 |
Consumer Cyclical | 10.94 | 11.02 |
Healthcare | 10.89 | 12.56 |
Communication Services | 6.67 | 6.44 |
Consumer Defensive | 6.01 | 6.34 |
Basic Materials | 4.74 | 4.34 |
Energy | 4.70 | 4.61 |
Real Estate | 3.10 | 4.03 |
Utilities | 2.43 | 2.54 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 34.04 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 33.07 | - | - | |
State Street Small/Mid Cap Equity Index | - | 11.00 | - | - | |
State Street Aggregate Bond Idx | - | 10.62 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.79 | 27.25 | -0.18% | |
SPDR® Blmbg High Yield Bd ETF | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.85B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.8B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2045 | 2.34B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2025 | 1.96B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.95B | 2.08 | 1.59 | - |
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