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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.92 | 7.69 | 0.77 |
Shares | 47.83 | 48.62 | 0.79 |
Bonds | 44.76 | 45.00 | 0.24 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.86 | 16.48 |
Price to Book | 2.60 | 2.41 |
Price to Sales | 1.71 | 1.73 |
Price to Cash Flow | 11.13 | 9.86 |
Dividend Yield | 1.95 | 2.27 |
5 Years Earnings Growth | 11.39 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.15 | 19.62 |
Financial Services | 14.21 | 15.60 |
Healthcare | 13.70 | 11.89 |
Industrials | 10.27 | 11.11 |
Consumer Cyclical | 9.75 | 10.54 |
Communication Services | 6.37 | 6.02 |
Energy | 6.28 | 5.45 |
Consumer Defensive | 6.25 | 6.70 |
Basic Materials | 5.54 | 4.73 |
Real Estate | 4.38 | 5.50 |
Utilities | 2.10 | 2.82 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.54 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 12.57 | - | - | |
T. Rowe Price Value Z | - | 6.82 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.76 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.02 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.79 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.39 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 4.23 | - | - | |
T. Rowe Price Overseas Stock Z | - | 3.63 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.54 | - | - |
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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