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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.380 | 18.990 | 2.610 |
Stocks | 32.210 | 32.210 | 0.000 |
Bonds | 51.260 | 51.390 | 0.130 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.407 | 17.158 |
Price to Book | 2.772 | 2.429 |
Price to Sales | 1.551 | 1.629 |
Price to Cash Flow | 10.902 | 9.588 |
Dividend Yield | 1.807 | 2.370 |
5 Years Earnings Growth | 10.585 | 10.028 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.160 | 20.455 |
Healthcare | 13.990 | 12.333 |
Financial Services | 12.750 | 14.245 |
Industrials | 11.670 | 10.700 |
Consumer Cyclical | 11.100 | 10.233 |
Communication Services | 6.620 | 7.570 |
Consumer Defensive | 5.060 | 6.400 |
Basic Materials | 4.600 | 3.653 |
Energy | 4.160 | 4.155 |
Utilities | 2.210 | 2.750 |
Real Estate | 1.680 | 7.508 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond | US35473P5531 | 19.47 | 21.09 | +0.38% | |
Franklin U.S. Core Equity Advisor | - | 11.35 | - | - | |
Western Asset Core Plus Bond IS | - | 10.15 | - | - | |
Franklin U.S. Treasury Bond | US35473P4880 | 9.74 | 20.24 | +0.45% | |
Franklin International Core Equity Adv | - | 5.76 | - | - | |
Franklin Growth Adv | - | 5.13 | - | - | |
Franklin International Aggregate Bd ETF | - | 3.44 | - | - | |
Franklin LibertyQ U.S. Equity | US35473P8014 | 2.65 | 54.56 | +0.46% | |
iShares Floating Rate Bond | US46429B6552 | 2.51 | 50.95 | -0.02% | |
Western Asset Short-Term Bond IS | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NJ BEST SP 500 Index | 298.4M | 10.87 | 9.36 | 12.48 | ||
NJ Franklin Templeton 529 Franklin | 275.24M | 10.03 | 6.12 | 12.32 | ||
NJ Franklin Templeton 529 SP 500 In | 209.74M | 10.69 | 8.92 | 12.03 |
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