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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.940 | 4.010 | 1.070 |
Stocks | 20.450 | 20.490 | 0.040 |
Bonds | 76.430 | 76.820 | 0.390 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.056 | 16.524 |
Price to Book | 2.667 | 2.417 |
Price to Sales | 1.922 | 1.776 |
Price to Cash Flow | 12.095 | 9.554 |
Dividend Yield | 1.952 | 2.400 |
5 Years Earnings Growth | 11.699 | 9.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.280 | 21.143 |
Financial Services | 14.930 | 18.003 |
Healthcare | 12.530 | 11.296 |
Industrials | 10.340 | 10.936 |
Consumer Cyclical | 9.690 | 10.326 |
Energy | 6.300 | 5.181 |
Communication Services | 6.080 | 4.329 |
Basic Materials | 5.730 | 4.519 |
Consumer Defensive | 5.470 | 7.930 |
Real Estate | 4.400 | 3.457 |
Utilities | 2.250 | 2.881 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price US Limited Dtn TIPS I | - | 40.04 | - | - | |
T. Rowe Price New Income I | - | 37.40 | - | - | |
T. Rowe Price Value I | - | 3.55 | - | - | |
T. Rowe Price Blue Chip Growth I | - | 3.08 | - | - | |
T. Rowe Price Equity Index 500 I | - | 2.19 | - | - | |
T. Rowe Price International Value Eq I | - | 1.64 | - | - | |
T. Rowe Price Overseas Stock I | - | 1.61 | - | - | |
T. Rowe Price International Stock I | - | 1.50 | - | - | |
T. Rowe Price Real Assets I | - | 1.38 | - | - | |
T. Rowe Price Small-Cap Stock I | - | 1.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 9.61 | 7.33 | 11.60 | ||
MD Maryland College Investment Plap | 1.29B | 3.17 | 0.96 | 5.55 | ||
AK T Rowe Price 529 for College | 527.71M | 1.95 | -0.01 | 3.12 | ||
AK University of Alaska College Sae | 458.16M | 9.61 | 7.33 | 11.60 | ||
AK John Hancock Freedom 529 Blue Ch | 263.51M | 11.61 | 5.74 | 12.69 |
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