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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 1.90 | 0.00 |
Stocks | 46.78 | 46.78 | 0.00 |
Bonds | 51.29 | 51.29 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.72 | 17.01 |
Price to Book | 2.37 | 2.60 |
Price to Sales | 1.99 | 1.88 |
Price to Cash Flow | 11.61 | 11.07 |
Dividend Yield | 2.35 | 2.17 |
5 Years Earnings Growth | 11.10 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.69 | 22.06 |
Financial Services | 14.79 | 15.41 |
Real Estate | 12.84 | 4.63 |
Industrials | 10.11 | 11.15 |
Healthcare | 9.45 | 11.88 |
Consumer Cyclical | 9.42 | 10.18 |
Communication Services | 6.58 | 6.91 |
Consumer Defensive | 5.22 | 6.17 |
Basic Materials | 3.81 | 4.13 |
Energy | 3.68 | 4.57 |
Utilities | 2.41 | 2.91 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 22.05 | - | - | |
State Street Aggregate Bond Idx | - | 20.58 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 17.78 | 18.45 | +0.05% | |
State Street Glb All Cap Eq ex-US Idx | - | 16.31 | - | - | |
SPDR Barclays High Yield Bond | US78468R6229 | 7.08 | 95.44 | +0.26% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 5.03 | 28.89 | 0.00% | |
State Street Small/Mid Cap Equity Index | - | 4.79 | - | - | |
SPDR Dow Jones Global Real Estate | US78463X7497 | 4.75 | 43.03 | +0.73% | |
SPDR Short Term Corp Bond | US78464A4748 | 1.32 | 29.80 | +0.03% | |
SPDR Barclays Long Term Treasury | US78464A6644 | 0.25 | 26.26 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3B | 12.87 | 3.67 | 7.34 | ||
State Street Target Retirement 2035 | 3B | 13.94 | 4.03 | 7.76 | ||
State Street Target Retirement 2040 | 2.79B | 14.91 | 4.41 | 8.11 | ||
State Street Target Retirement 2045 | 2.56B | 15.74 | 4.77 | 8.42 | ||
State Street Target Retirement 2050 | 2.17B | 16.54 | 5.15 | 8.59 |
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