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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.55 | 7.29 | 0.74 |
Shares | 45.28 | 45.97 | 0.69 |
Bonds | 47.81 | 48.34 | 0.53 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.71 | 16.42 |
Price to Book | 2.78 | 2.44 |
Price to Sales | 1.93 | 1.71 |
Price to Cash Flow | 12.52 | 9.83 |
Dividend Yield | 1.87 | 2.32 |
5 Years Earnings Growth | 11.92 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.07 | 19.65 |
Financial Services | 14.77 | 16.39 |
Healthcare | 12.90 | 11.90 |
Industrials | 10.39 | 11.28 |
Consumer Cyclical | 9.88 | 10.29 |
Communication Services | 5.95 | 6.09 |
Consumer Defensive | 5.92 | 6.73 |
Energy | 5.68 | 6.08 |
Basic Materials | 5.66 | 5.05 |
Real Estate | 4.68 | 3.76 |
Utilities | 2.11 | 2.80 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 14.98 | - | - | |
T. Rowe Price New Income Z | - | 14.75 | - | - | |
T. Rowe Price Value Z | - | 6.84 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.36 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.07 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.82 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.44 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 3.53 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.39 | - | - | |
T. Rowe Price Dynamic Global Bond Z | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.17B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.11B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.25B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.52B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.07B | 4.47 | 2.66 | 8.54 |
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