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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 2.46 | 0.00 |
Stocks | 68.85 | 68.85 | 0.00 |
Bonds | 28.65 | 28.65 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.29 | 17.42 |
Price to Book | 2.38 | 2.58 |
Price to Sales | 1.70 | 1.81 |
Price to Cash Flow | 10.75 | 10.88 |
Dividend Yield | 2.19 | 2.09 |
5 Years Earnings Growth | 11.02 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.33 | 21.72 |
Financial Services | 16.09 | 15.04 |
Industrials | 12.07 | 11.64 |
Consumer Cyclical | 10.93 | 10.89 |
Healthcare | 10.90 | 12.46 |
Communication Services | 6.74 | 6.74 |
Consumer Defensive | 6.05 | 6.22 |
Basic Materials | 4.71 | 4.24 |
Energy | 4.69 | 4.60 |
Real Estate | 3.05 | 3.98 |
Utilities | 2.43 | 2.47 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Equity 500 Index II | - | 31.77 | - | - | |
State Street Glb All Cap Eq ex-US Idx | - | 29.91 | - | - | |
State Street Aggregate Bond Idx | - | 14.92 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.79 | 27.59 | +0.66% | |
State Street Small/Mid Cap Equity Index | - | 8.96 | - | - | |
SPDR® Blmbg High Yield Bd ETF | - | 4.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 2.86B | 0.96 | 0.91 | - | ||
State Street Target Retirement 2040 | 2.57B | 1.56 | 1.22 | - | ||
State Street Target Retirement 2045 | 2.36B | 1.80 | 1.38 | - | ||
State Street Target Retirement 2025 | 1.96B | 0.60 | 0.76 | - | ||
State Street Target Retirement 2050 | 1.97B | 2.08 | 1.59 | - |
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