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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.550 | 0.590 | 0.040 |
Stocks | 99.450 | 99.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.170 | 21.006 |
Price to Book | 4.263 | 3.910 |
Price to Sales | 2.788 | 2.616 |
Price to Cash Flow | 15.212 | 14.475 |
Dividend Yield | 1.451 | 1.523 |
5 Years Earnings Growth | 11.537 | 11.786 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.980 | 30.373 |
Financial Services | 12.490 | 12.978 |
Healthcare | 11.610 | 12.327 |
Consumer Cyclical | 10.280 | 10.299 |
Communication Services | 8.860 | 8.718 |
Industrials | 7.580 | 8.544 |
Consumer Defensive | 5.870 | 5.965 |
Energy | 3.310 | 3.567 |
Utilities | 2.670 | 2.542 |
Real Estate | 2.340 | 2.549 |
Basic Materials | 2.000 | 2.208 |
Number of long holdings: 1
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares S&P 500 Index Institutional | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 24.32 | 7.43 | 14.52 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 10.28 | 1.65 | 6.02 | ||
ME NextGen College Investing Plan 0 | 125.03M | 13.78 | 3.99 | 8.45 | ||
ME NextGen College Investing Plan 8 | 125.03M | 10.60 | 1.99 | 6.41 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 8.47 | 0.95 | 5.39 |
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