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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.53 | 2.53 | 0.00 |
Shares | 81.61 | 81.61 | 0.00 |
Bonds | 15.82 | 15.82 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 17.34 |
Price to Book | 2.35 | 2.59 |
Price to Sales | 1.67 | 1.81 |
Price to Cash Flow | 10.62 | 10.87 |
Dividend Yield | 2.18 | 2.08 |
5 Years Earnings Growth | 11.03 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.05 | 22.22 |
Financial Services | 16.19 | 15.01 |
Industrials | 12.32 | 11.59 |
Consumer Cyclical | 10.95 | 11.02 |
Healthcare | 10.88 | 12.50 |
Communication Services | 6.59 | 6.70 |
Consumer Defensive | 5.97 | 6.22 |
Basic Materials | 4.77 | 4.23 |
Energy | 4.71 | 4.51 |
Real Estate | 3.16 | 3.58 |
Utilities | 2.42 | 2.43 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 35.44 | - | - | |
State Street Equity 500 Index II | - | 35.15 | - | - | |
State Street Small/Mid Cap Equity Index | - | 13.10 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.78 | 27.08 | +0.26% | |
State Street Aggregate Bond Idx | - | 6.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.86B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2035 | 2.81B | 1.21 | 1.01 | - | ||
State Street Target Retirement 2040 | 2.57B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2025 | 1.96B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.97B | 2.08 | 1.59 | - |
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