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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 5.450 | 8.830 | 3.380 |
| Shares | 39.140 | 39.140 | 0.000 |
| Bonds | 54.620 | 54.620 | 0.000 |
| Convertible | 0.040 | 0.040 | 0.000 |
| Preferred | 0.060 | 0.060 | 0.000 |
| Other | 0.700 | 0.700 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 16.440 | 17.002 |
| Price to Book | 2.855 | 2.539 |
| Price to Sales | 2.046 | 1.861 |
| Price to Cash Flow | 11.141 | 10.288 |
| Dividend Yield | 2.866 | 2.253 |
| 5 Years Earnings Growth | 9.351 | 10.808 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 17.700 | 20.520 |
| Financial Services | 16.310 | 17.179 |
| Healthcare | 12.840 | 10.851 |
| Industrials | 11.450 | 11.459 |
| Consumer Defensive | 9.470 | 6.427 |
| Consumer Cyclical | 7.440 | 10.160 |
| Energy | 6.130 | 5.505 |
| Communication Services | 6.030 | 6.649 |
| Utilities | 5.590 | 2.957 |
| Real Estate | 3.560 | 3.592 |
| Basic Materials | 3.480 | 4.699 |
Number of long holdings: 18
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| American Funds Income Fund of Amer R6 | - | 17.97 | - | - | |
| American Funds Interm Bd Fd of Amer R6 | - | 11.03 | - | - | |
| American Funds Bond Fund of Amer R6 | - | 10.03 | - | - | |
| American Funds ST Bd Fd of Amer R6 | - | 8.03 | - | - | |
| American Funds Inflation Linked Bd R6 | - | 7.03 | - | - | |
| American Funds Mortgage R6 | - | 7.03 | - | - | |
| American Funds Capital Income Bldr R6 | - | 7.02 | - | - | |
| American Funds American Balanced R6 | - | 6.97 | - | - | |
| American Funds American Mutual R6 | - | 4.92 | - | - | |
| American Funds Strategic Bond R-6 | - | 4.02 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date RetR6 | 38.02B | 14.23 | 17.68 | 10.63 | ||
| American Funds 2030 Trgt Date RetR6 | 36.19B | 13.07 | 15.56 | 9.38 | ||
| American Funds 2040 Trgt Date RetR6 | 36.14B | 16.05 | 20.04 | 11.46 | ||
| American Funds Bond Fund of Amer F2 | 33.4B | 6.24 | 4.91 | 2.29 | ||
| American Funds 2045 Trgt Date RetR6 | 31.98B | 16.70 | 20.71 | 11.71 |
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