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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.51 | 6.11 | 0.60 |
Shares | 67.40 | 68.76 | 1.36 |
Bonds | 26.54 | 26.67 | 0.13 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.44 | 0.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 17.24 |
Price to Book | 2.56 | 2.56 |
Price to Sales | 1.67 | 1.78 |
Price to Cash Flow | 10.99 | 10.66 |
Dividend Yield | 1.97 | 2.13 |
5 Years Earnings Growth | 11.41 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.81 | 21.26 |
Financial Services | 14.43 | 14.79 |
Healthcare | 13.68 | 12.52 |
Industrials | 10.44 | 11.63 |
Consumer Cyclical | 9.71 | 10.87 |
Energy | 6.38 | 4.75 |
Communication Services | 6.28 | 6.46 |
Consumer Defensive | 6.25 | 6.49 |
Basic Materials | 5.60 | 4.40 |
Real Estate | 4.38 | 4.24 |
Utilities | 2.04 | 2.65 |
Number of long holdings: 30
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 10.61 | - | - | |
T. Rowe Price Value Z | - | 10.45 | - | - | |
T. Rowe Price Growth Stock Z | - | 10.24 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 7.04 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 6.42 | - | - | |
T. Rowe Price Overseas Stock Z | - | 5.52 | - | - | |
T. Rowe Price International Value Eq Z | - | 4.85 | - | - | |
T. Rowe Price International Stock Z | - | 4.67 | - | - | |
T. Rowe Price Real Assets Z | - | 4.35 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.93B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 8.8B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.05B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.45B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 5.84B | 4.47 | 2.66 | 8.54 |
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