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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.67 | 7.02 | 1.35 |
Shares | 10.88 | 11.11 | 0.23 |
Bonds | 83.07 | 83.96 | 0.89 |
Convertible | 0.13 | 0.13 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.02 | 0.03 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 13.66 |
Price to Book | 2.08 | 1.73 |
Price to Sales | 1.39 | 1.44 |
Price to Cash Flow | 10.13 | 7.99 |
Dividend Yield | 2.68 | 3.52 |
5 Years Earnings Growth | 9.48 | 12.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.74 | 20.01 |
Healthcare | 15.91 | 16.67 |
Industrials | 12.64 | 28.33 |
Technology | 9.82 | 20.93 |
Energy | 8.46 | 22.76 |
Consumer Defensive | 7.94 | 5.60 |
Utilities | 6.23 | 34.21 |
Communication Services | 4.83 | 10.35 |
Consumer Cyclical | 4.63 | 11.68 |
Real Estate | 4.12 | 8.84 |
Basic Materials | 2.69 | 4.35 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price High Yield Z | - | 14.65 | - | - | |
T. Rowe Price New Income Z | - | 13.05 | - | - | |
T. Rowe Price Equity Income Z | - | 10.80 | - | - | |
T. Rowe Price GNMA Z | - | 10.39 | - | - | |
T. Rowe Price Emerging Markets Bond Z | - | 7.84 | - | - | |
T. Rowe Price Floating Rate Z | - | 5.67 | - | - | |
T. Rowe Price Short-Term Bond Z | - | 5.12 | - | - | |
T. Rowe Price Dynamic Global Bond Z | - | 4.81 | - | - | |
T. Rowe Price US Trs Long-Term Idx Z | - | 4.75 | - | - | |
T. Rowe Price Dynamic Credit Z | - | 4.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 11.05B | 2.72 | 1.48 | 7.23 | ||
T. Rowe Price Retirement 2040 | 9.02B | 4.05 | 2.29 | 8.25 | ||
T. Rowe Price Retirement 2035 | 8.18B | 3.37 | 1.90 | 7.77 | ||
T. Rowe Price Retirement 2025 | 7.43B | 2.16 | 1.17 | 6.63 | ||
T. Rowe Price Retirement 2045 | 6.02B | 4.47 | 2.66 | 8.54 |
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