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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.62 | 8.32 | 0.70 |
Stocks | 62.40 | 62.66 | 0.26 |
Bonds | 28.43 | 31.69 | 3.26 |
Convertible | 1.05 | 1.05 | 0.00 |
Preferred | 0.37 | 0.37 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.74 | 18.70 |
Price to Book | 2.33 | 3.24 |
Price to Sales | 1.76 | 2.25 |
Price to Cash Flow | 10.64 | 12.61 |
Dividend Yield | 2.34 | 1.95 |
5 Years Earnings Growth | 11.06 | 11.01 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.20 | 24.18 |
Financial Services | 15.73 | 15.50 |
Industrials | 11.03 | 10.25 |
Consumer Cyclical | 10.62 | 10.14 |
Healthcare | 9.64 | 12.70 |
Communication Services | 8.02 | 7.50 |
Real Estate | 6.22 | 4.35 |
Consumer Defensive | 5.72 | 6.05 |
Energy | 4.46 | 4.91 |
Basic Materials | 3.32 | 3.22 |
Utilities | 3.03 | 3.24 |
Number of long holdings: 13
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Russell Inv Global Equity Y | - | 30.12 | - | - | |
Russell Inv Investment Grade Bond Y | - | 17.88 | - | - | |
Russell Inv Multifactor US Equity Y | - | 16.75 | - | - | |
Russell Inv Multi-Strategy Income Y | - | 7.97 | - | - | |
Russell Inv Strategic Bond Y | - | 5.44 | - | - | |
Russell Inv Long Duration Bond Y | - | 3.93 | - | - | |
Russell Inv US Small Cap Equity Y | - | 3.59 | - | - | |
Russell Inv Multifactor Intl Eq Y | - | 2.97 | - | - | |
Russell Inv Emerging Markets Y | - | 2.88 | - | - | |
Russell Inv Global Real Estate Secs Y | - | 2.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 7.18B | 2.81 | 9.67 | 11.84 | ||
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3.05B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.49B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 2.22 | 3.99 | 7.68 |
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