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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.63 | 2.63 | 0.00 |
Stocks | 75.25 | 75.25 | 0.00 |
Bonds | 22.10 | 22.10 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.74 | 17.17 |
Price to Book | 2.41 | 2.58 |
Price to Sales | 1.76 | 1.83 |
Price to Cash Flow | 10.90 | 10.86 |
Dividend Yield | 2.14 | 2.16 |
5 Years Earnings Growth | 11.65 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 22.08 |
Financial Services | 16.35 | 15.21 |
Industrials | 11.84 | 11.43 |
Consumer Cyclical | 10.73 | 10.69 |
Healthcare | 10.72 | 12.36 |
Communication Services | 6.96 | 6.69 |
Consumer Defensive | 5.91 | 6.21 |
Basic Materials | 4.65 | 4.23 |
Energy | 4.13 | 4.36 |
Real Estate | 3.23 | 4.04 |
Utilities | 2.69 | 2.70 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 33.88 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 32.79 | - | - | |
State Street Aggregate Bond Idx | - | 11.01 | - | - | |
State Street Small/Mid Cap Equity Index | - | 10.70 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.79 | 26.94 | +0.11% | |
SPDR Barclays High Yield Bond | US78468R6229 | 1.59 | 96.65 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.04B | 9.75 | 2.07 | 7.22 | ||
State Street Target Retirement 2035 | 3.03B | 10.30 | 2.19 | 7.60 | ||
State Street Target Retirement 2045 | 2.6B | 11.57 | 2.61 | 8.22 | ||
State Street Target Retirement 2050 | 2.2B | 12.03 | 2.83 | 8.35 | ||
State Street Target Retirement 2025 | 1.99B | 8.70 | 1.83 | 6.58 |
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