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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.92 | 7.72 | 0.80 |
Stocks | 44.96 | 45.72 | 0.76 |
Bonds | 47.63 | 47.88 | 0.25 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.32 | 0.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.86 | 16.43 |
Price to Book | 2.60 | 2.43 |
Price to Sales | 1.71 | 1.70 |
Price to Cash Flow | 11.13 | 9.85 |
Dividend Yield | 1.95 | 2.34 |
5 Years Earnings Growth | 11.39 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.14 | 19.79 |
Financial Services | 14.21 | 16.37 |
Healthcare | 13.71 | 11.90 |
Industrials | 10.27 | 11.20 |
Consumer Cyclical | 9.75 | 10.19 |
Communication Services | 6.37 | 6.14 |
Energy | 6.27 | 6.14 |
Consumer Defensive | 6.25 | 6.67 |
Basic Materials | 5.55 | 4.99 |
Real Estate | 4.38 | 3.75 |
Utilities | 2.09 | 2.86 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 14.98 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 14.43 | - | - | |
T. Rowe Price Value Z | - | 6.40 | - | - | |
T. Rowe Price Growth Stock Z | - | 6.36 | - | - | |
T. Rowe Price Intl Bd (USD Hdgd) Z | - | 5.20 | - | - | |
T. Rowe Price Hedged Equity Z | - | 4.55 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 4.04 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 3.98 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 3.60 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 3.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.19B | 11.24 | 2.63 | 7.53 | ||
T. Rowe Price Retirement 2040 | 9.22B | 13.79 | 3.58 | 8.60 | ||
T. Rowe Price Retirement 2035 | 8.37B | 12.62 | 3.16 | 8.11 | ||
T. Rowe Price Retirement 2025 | 7.44B | 9.99 | 2.26 | 6.89 | ||
T. Rowe Price Retirement 2045 | 6.19B | 14.56 | 3.99 | 8.93 |
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