
Please try another search
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 | 17.085 |
Price to Book | 2.855 | 2.530 |
Price to Sales | 2.046 | 1.846 |
Price to Cash Flow | 11.141 | 10.244 |
Dividend Yield | 2.866 | 2.256 |
5 Years Earnings Growth | 9.351 | 10.817 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.700 | 20.450 |
Financial Services | 16.310 | 17.186 |
Healthcare | 12.840 | 10.960 |
Industrials | 11.450 | 11.476 |
Consumer Defensive | 9.470 | 6.440 |
Consumer Cyclical | 7.440 | 10.127 |
Energy | 6.130 | 5.524 |
Communication Services | 6.030 | 6.616 |
Utilities | 5.590 | 2.940 |
Real Estate | 3.560 | 3.596 |
Basic Materials | 3.480 | 4.684 |
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 | 37.9B | 11.97 | 13.88 | 10.10 | ||
American Funds 2030 Trgt Date RetR6 | 36.18B | 11.05 | 12.08 | 8.91 | ||
American Funds 2040 Trgt Date RetR6 | 36.04B | 13.23 | 15.86 | 10.87 | ||
American Funds Bond Fund of Amer F2 | 32.86B | 5.31 | 3.01 | 2.26 | ||
American Funds 2045 Trgt Date RetR6 | 31.85B | 13.68 | 16.39 | 11.08 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review