Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.47 | 4.10 | 0.63 |
Stocks | 87.91 | 87.93 | 0.02 |
Bonds | 7.98 | 8.02 | 0.04 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.56 | 0.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 17.23 |
Price to Book | 2.54 | 2.52 |
Price to Sales | 1.66 | 1.74 |
Price to Cash Flow | 10.93 | 10.50 |
Dividend Yield | 1.98 | 2.17 |
5 Years Earnings Growth | 11.42 | 11.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 21.51 |
Financial Services | 14.46 | 14.90 |
Healthcare | 13.60 | 12.62 |
Industrials | 10.43 | 11.59 |
Consumer Cyclical | 9.73 | 11.03 |
Energy | 6.36 | 4.60 |
Communication Services | 6.32 | 6.45 |
Consumer Defensive | 6.23 | 6.38 |
Basic Materials | 5.61 | 4.34 |
Real Estate | 4.38 | 4.05 |
Utilities | 2.01 | 2.54 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Growth Stock Z | - | 13.80 | - | - | |
T. Rowe Price Value Z | - | 13.80 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.25 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.73 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.34 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.37 | - | - | |
T. Rowe Price International Stock Z | - | 6.11 | - | - | |
T. Rowe Price Real Assets Z | - | 5.68 | - | - | |
T. Rowe Price New Income Z | - | 3.66 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.03B | 5.76 | 3.62 | 7.56 | ||
T. Rowe Price Retirement 2035 | 8.14B | 6.80 | 4.28 | 8.13 | ||
T. Rowe Price Retirement 2025 | 7.51B | 4.90 | 3.09 | 6.93 | ||
T. Rowe Price Retirement 2045 | 5.91B | 8.18 | 5.27 | 8.92 | ||
T. Rowe Price Retirement 2020 | 5.72B | 4.44 | 2.76 | 6.34 |
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