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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.69 | 2.69 | 0.00 |
Stocks | 85.82 | 85.82 | 0.00 |
Bonds | 11.47 | 11.47 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.63 | 17.32 |
Price to Book | 2.38 | 2.58 |
Price to Sales | 1.73 | 1.84 |
Price to Cash Flow | 10.75 | 10.86 |
Dividend Yield | 2.14 | 2.20 |
5 Years Earnings Growth | 11.64 | 11.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.33 | 22.68 |
Financial Services | 16.48 | 15.24 |
Industrials | 12.13 | 11.38 |
Consumer Cyclical | 10.77 | 10.72 |
Healthcare | 10.74 | 12.37 |
Communication Services | 6.81 | 6.76 |
Consumer Defensive | 5.82 | 6.02 |
Basic Materials | 4.73 | 4.13 |
Energy | 4.17 | 4.35 |
Real Estate | 3.37 | 3.81 |
Utilities | 2.65 | 2.54 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 37.34 | - | - | |
State Street Equity 500 Index II | - | 35.76 | - | - | |
State Street Small/Mid Cap Equity Index | - | 15.06 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.77 | 26.94 | +0.11% | |
State Street Aggregate Bond Idx | - | 1.74 | - | - |
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 2040 | 2.83B | 11.05 | 2.41 | 7.93 | ||
State Street Target Retirement 2045 | 2.6B | 11.57 | 2.61 | 8.22 | ||
State Street Target Retirement 2025 | 1.99B | 8.70 | 1.83 | 6.58 |
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