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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.75 | 5.81 | 0.06 |
Shares | 57.34 | 59.49 | 2.15 |
Bonds | 36.45 | 36.70 | 0.25 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.87 | 16.98 |
Price to Book | 2.83 | 2.51 |
Price to Sales | 1.98 | 1.76 |
Price to Cash Flow | 12.43 | 10.54 |
Dividend Yield | 1.80 | 2.21 |
5 Years Earnings Growth | 11.96 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.68 | 20.95 |
Financial Services | 14.21 | 15.06 |
Healthcare | 12.71 | 12.21 |
Industrials | 10.23 | 11.48 |
Consumer Cyclical | 9.74 | 10.55 |
Energy | 6.18 | 4.96 |
Communication Services | 6.07 | 6.54 |
Consumer Defensive | 5.43 | 6.49 |
Basic Materials | 5.42 | 4.43 |
Real Estate | 4.23 | 4.64 |
Utilities | 2.10 | 2.70 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 12.57 | - | - | |
T. Rowe Price Value Z | - | 8.72 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 8.41 | - | - | |
T. Rowe Price Growth Stock Z | - | 8.05 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 5.79 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.52 | - | - | |
T. Rowe Price Hedged Equity Z | - | 5.10 | - | - | |
T. Rowe Price Overseas Stock Z | - | 4.39 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 4.21 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.01 | - | - |
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 2045 | 6.07B | 4.47 | 2.66 | 8.54 | ||
T. Rowe Price Retirement 2020 | 5.72B | 1.97 | 1.02 | 6.04 |
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