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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 2.33 | 0.00 |
Stocks | 81.52 | 81.52 | 0.00 |
Bonds | 16.13 | 16.13 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.56 | 17.20 |
Price to Book | 2.38 | 2.66 |
Price to Sales | 1.75 | 1.92 |
Price to Cash Flow | 10.80 | 11.28 |
Dividend Yield | 2.19 | 2.05 |
5 Years Earnings Growth | 11.49 | 11.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.80 | 22.90 |
Financial Services | 16.94 | 15.38 |
Industrials | 11.93 | 11.30 |
Consumer Cyclical | 10.54 | 10.73 |
Healthcare | 10.48 | 12.18 |
Communication Services | 6.99 | 6.98 |
Consumer Defensive | 5.71 | 6.07 |
Basic Materials | 4.55 | 4.05 |
Energy | 4.21 | 4.15 |
Real Estate | 3.21 | 3.59 |
Utilities | 2.64 | 2.68 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 35.78 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 34.50 | - | - | |
State Street Small/Mid Cap Equity Index | - | 13.22 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.55 | 26.26 | +0.31% | |
State Street Aggregate Bond Idx | - | 6.77 | - | - |
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 2050 | 2.17B | 16.54 | 5.15 | 8.59 | ||
State Street Target Retirement 2025 | 1.96B | 11.26 | 3.13 | 6.67 |
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