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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.45 | 3.79 | 0.34 |
Stocks | 87.95 | 88.09 | 0.14 |
Bonds | 7.96 | 8.00 | 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 | 17.31 |
Price to Book | 2.54 | 2.53 |
Price to Sales | 1.66 | 1.76 |
Price to Cash Flow | 10.92 | 10.58 |
Dividend Yield | 1.98 | 2.17 |
5 Years Earnings Growth | 11.42 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.85 | 21.58 |
Financial Services | 14.48 | 14.90 |
Healthcare | 13.62 | 12.56 |
Industrials | 10.45 | 11.64 |
Consumer Cyclical | 9.73 | 11.00 |
Energy | 6.37 | 4.63 |
Communication Services | 6.30 | 6.46 |
Consumer Defensive | 6.23 | 6.34 |
Basic Materials | 5.60 | 4.35 |
Real Estate | 4.36 | 4.01 |
Utilities | 2.01 | 2.53 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 13.94 | - | - | |
T. Rowe Price Growth Stock Z | - | 13.86 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.34 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 8.67 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.37 | - | - | |
T. Rowe Price International Value Eq Z | - | 6.40 | - | - | |
T. Rowe Price International Stock Z | - | 6.13 | - | - | |
T. Rowe Price Real Assets Z | - | 5.64 | - | - | |
T. Rowe Price New Income Z | - | 3.65 | - | - | |
T. Rowe Price Mid-Cap Growth Z | - | 3.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.15B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.11B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.24B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.51B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.07B | 4.47 | 2.66 | 8.54 |
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