Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.62 | 5.69 | 0.07 |
Shares | 48.84 | 50.50 | 1.66 |
Bonds | 45.10 | 45.39 | 0.29 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.29 | 0.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.91 | 16.48 |
Price to Book | 2.84 | 2.41 |
Price to Sales | 1.99 | 1.73 |
Price to Cash Flow | 12.48 | 9.86 |
Dividend Yield | 1.79 | 2.27 |
5 Years Earnings Growth | 11.96 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.77 | 19.62 |
Financial Services | 14.19 | 15.60 |
Healthcare | 12.71 | 11.89 |
Industrials | 10.14 | 11.11 |
Consumer Cyclical | 9.74 | 10.54 |
Energy | 6.15 | 5.45 |
Communication Services | 6.11 | 6.02 |
Consumer Defensive | 5.45 | 6.70 |
Basic Materials | 5.39 | 4.73 |
Real Estate | 4.23 | 5.50 |
Utilities | 2.12 | 2.82 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.20 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 12.95 | - | - | |
T. Rowe Price Value Z | - | 7.29 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.73 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.14 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.89 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.74 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.65 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.64 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.16B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.12B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.26B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.51B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.08B | 4.47 | 2.66 | 8.54 |
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